PUTIX Mutual Fund

PUTIX Mutual Fund

NAV$10.65
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Returns Overview

1 Month
+0.99%
3 Months
+0.09%
6 Months
+0.79%
YTD
+1.60%
1 Year
+2.84%
3 Years (annualized)
+6.91%
5 Years (annualized)
+3.37%
10 Years (annualized)
+3.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PUTIX 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
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📉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 US Aggregate Index
This Mutual Fund (YTD)
+1.60%
Peer Avg (YTD)
+2.28%
vs Peers
-0.68%

PUTIX Mutual Fund Performance

PUTIX performance across multiple time periods: 1-month 0.99%, YTD 1.60%, 1-year 2.84%, 3-year 6.91%, 5-year 3.37%, 10-year 3.75%.

PUTIX returns trail the peer average of 2.28% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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