PUSAX Mutual Fund

PUSAX Mutual Fund

NAV$9.06
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Returns Overview

1 Month
+0.13%
3 Months
+1.25%
6 Months
+4.61%
YTD
+8.87%
1 Year
+12.06%
3 Years (annualized)
+0.92%
5 Years (annualized)
+1.92%
10 Years (annualized)
+3.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PUSAX 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 Global Aggregate Bond Index(^BBCABI)
This Mutual Fund (YTD)
+8.87%
Peer Avg (YTD)
+14.85%
vs Peers
-5.98%

PUSAX Mutual Fund Performance

PUSAX performance across multiple time periods: 1-month 0.13%, YTD 8.87%, 1-year 12.06%, 3-year 0.92%, 5-year 1.92%, 10-year 3.41%.

PUSAX returns trail the peer average of 14.85% YTD. With an expense ratio of 1.58%, investors should weigh costs against performance when evaluating this mutual fund.

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