PUICX Mutual Fund

PUICX Mutual Fund

NAV$4.76
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Returns Overview

1 Month
-0.20%
3 Months
-1.16%
6 Months
-2.42%
YTD
-0.55%
1 Year
+1.26%
3 Years (annualized)
+3.90%
5 Years (annualized)
-0.96%
10 Years (annualized)
+1.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PUICX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.55%
Peer Avg (YTD)
+2.15%
vs Peers
-2.71%

PUICX Mutual Fund Performance

PUICX performance across multiple time periods: 1-month -0.20%, YTD -0.55%, 1-year 1.26%, 3-year 3.90%, 5-year -0.96%, 10-year 1.14%.

PUICX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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