PUMTX Mutual Fund

PUMTX Mutual Fund

NAV$12.63
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Returns Overview

3 Months
+3.49%
6 Months
-1.42%
YTD
+7.60%
1 Year
+0.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PUMTX 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
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+7.60%
Peer Avg (YTD)
+13.49%
vs Peers
-5.89%

PUMTX Mutual Fund Performance

PUMTX performance across multiple time periods: YTD 7.60%, 1-year 0.65%.

PUMTX returns trail the peer average of 13.49% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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