PUFCX Mutual Fund

PUFCX Mutual Fund

NAV$19.10
See how much of PUFCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.62%
3 Months
+13.64%
6 Months
+16.52%
YTD
+7.80%
1 Year
+8.97%
3 Years (annualized)
+21.23%
5 Years (annualized)
+8.69%
10 Years (annualized)
+12.58%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+7.80%
Peer Avg (YTD)
+11.10%
vs Peers
-3.31%

PUFCX Mutual Fund Performance

PUFCX performance across multiple time periods: 1-month 1.62%, YTD 7.80%, 1-year 8.97%, 3-year 21.23%, 5-year 8.69%, 10-year 12.58%.

PUFCX returns trail the peer average of 11.10% 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.