PUFCX Mutual Fund

NAV$20.64
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Returns Overview

1 Month
+5.21%
3 Months
+11.24%
6 Months
+0.37%
YTD
-0.21%
1 Year
+4.33%
3 Years (annualized)
+16.62%
5 Years (annualized)
+9.94%
10 Years (annualized)
+13.83%

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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Composite 1500 Financials(^SP1500-40:SP)
This Mutual Fund (YTD)
-0.21%
Peer Avg (YTD)
+8.61%
vs Peers
-8.81%

PUFCX Mutual Fund Performance

PUFCX performance across multiple time periods: 1-month 5.21%, YTD -0.21%, 1-year 4.33%, 3-year 16.62%, 5-year 9.94%, 10-year 13.83%.

PUFCX returns trail the peer average of 8.61% YTD. With an expense ratio of 2.22%, investors should weigh costs against performance when evaluating this mutual fund.

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