PUSYX Mutual Fund

PUSYX Mutual Fund

NAV$7.59
See how much of PUSYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.59%
3 Months
+0.35%
6 Months
+0.85%
YTD
+2.33%
1 Year
+3.77%
3 Years (annualized)
+9.28%
5 Years (annualized)
+1.59%
10 Years (annualized)
+1.74%

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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US MBS Index(BBGUSMBSI)
This Mutual Fund (YTD)
+2.33%
Peer Avg (YTD)
+1.93%
vs Peers
+0.40%

PUSYX Mutual Fund Performance

PUSYX performance across multiple time periods: 1-month 2.59%, YTD 2.33%, 1-year 3.77%, 3-year 9.28%, 5-year 1.59%, 10-year 1.74%.

PUSYX returns outperform the peer average of 1.93% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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