PULTX Mutual Fund

PULTX Mutual Fund

NAV$10.03
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Returns Overview

1 Month
+0.40%
3 Months
+1.04%
6 Months
+1.81%
YTD
+2.20%
1 Year
+4.41%
3 Years (annualized)
+5.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PULTX 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
ICE BofA US Treasury Bill Index
This Mutual Fund (YTD)
+2.20%
Peer Avg (YTD)
+1.04%
vs Peers
+1.16%

PULTX Mutual Fund Performance

PULTX performance across multiple time periods: 1-month 0.40%, YTD 2.20%, 1-year 4.41%, 3-year 5.45%.

PULTX returns outperform the peer average of 1.04% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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