PUTIX Mutual Fund

PUTIX Mutual Fund

NAV$10.65
See how much of PUTIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.69%
3 Months
+0.77%
6 Months
+1.35%
YTD
+2.22%
1 Year
+5.08%
3 Years (annualized)
+6.61%
5 Years (annualized)
+3.14%
10 Years (annualized)
+3.91%

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
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 Aggregate Index
This Mutual Fund (YTD)
+2.22%
Peer Avg (YTD)
+2.15%
vs Peers
+0.07%

PUTIX Mutual Fund Performance

PUTIX performance across multiple time periods: 1-month 0.69%, YTD 2.22%, 1-year 5.08%, 3-year 6.61%, 5-year 3.14%, 10-year 3.91%.

PUTIX returns outperform the peer average of 2.15% 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.