PUFCX Mutual Fund

PUFCX Mutual Fund

NAV$20.91
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Returns Overview

1 Month
+6.30%
3 Months
+10.03%
6 Months
+7.82%
YTD
+6.08%
1 Year
+10.53%
3 Years (annualized)
+19.53%
5 Years (annualized)
+9.61%
10 Years (annualized)
+12.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PUFCX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Composite 1500 Financials(^SP1500-40:SP)
This Mutual Fund (YTD)
+6.08%
Peer Avg (YTD)
+10.67%
vs Peers
-4.59%

PUFCX Mutual Fund Performance

PUFCX performance across multiple time periods: 1-month 6.30%, YTD 6.08%, 1-year 10.53%, 3-year 19.53%, 5-year 9.61%, 10-year 12.89%.

PUFCX returns trail the peer average of 10.67% YTD. With an expense ratio of 2.22%, investors should weigh costs against performance when evaluating this mutual fund.

PUFCX vs another fund shows side-by-side returns. PUFCX alternatives are available in the Mutual Fund Screener.