PUGCX Mutual Fund

NAV$18.63

Returns Overview

1 Month
+2.47%
3 Months
+16.08%
6 Months
+14.51%
YTD
+12.85%
1 Year
+26.17%
3 Years (annualized)
+19.04%
5 Years (annualized)
+14.11%
10 Years (annualized)
+12.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PUGCX 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

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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
MSCI ACWI ex USA Index ND(^MACWIUSAIUSAIND)
This Mutual Fund (YTD)
+12.85%
Peer Avg (YTD)
+9.51%
vs Peers
+3.35%

PUGCX Mutual Fund Performance

PUGCX performance across multiple time periods: 1-month 2.47%, YTD 12.85%, 1-year 26.17%, 3-year 19.04%, 5-year 14.11%, 10-year 12.82%.

PUGCX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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