PUGCX Mutual Fund

PUGCX Mutual Fund

NAV$18.52
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Returns Overview

3 Months
+0.44%
6 Months
+6.41%
YTD
+11.23%
1 Year
+15.95%
3 Years (annualized)
+21.68%
5 Years (annualized)
+8.00%
10 Years (annualized)
+9.68%

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
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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
MSCI ACWI ex USA Index ND(^MACWIUSAIUSAIND)
This Mutual Fund (YTD)
+11.23%
Peer Avg (YTD)
+9.28%
vs Peers
+1.95%

PUGCX Mutual Fund Performance

PUGCX performance across multiple time periods: YTD 11.23%, 1-year 15.95%, 3-year 21.68%, 5-year 8.00%, 10-year 9.68%.

PUGCX returns outperform the peer average of 9.28% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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