PUSYX Mutual Fund

PUSYX Mutual Fund

NAV$7.80
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Returns Overview

1 Month
+0.58%
3 Months
+2.02%
6 Months
+3.68%
YTD
+3.28%
1 Year
+8.30%
3 Years (annualized)
+7.23%
5 Years (annualized)
+0.02%
10 Years (annualized)
+1.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PUSYX 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
PROUpgrade to run
🏦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 MBS Index(BBGUSMBSI)
This Mutual Fund (YTD)
+3.28%
Peer Avg (YTD)
+3.23%
vs Peers
+0.05%

PUSYX Mutual Fund Performance

PUSYX performance across multiple time periods: 1-month 0.58%, YTD 3.28%, 1-year 8.30%, 3-year 7.23%, 5-year 0.02%, 10-year 1.20%.

PUSYX returns outperform the peer average of 3.23% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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