PUVCX Mutual Fund

NAV$46.49

Returns Overview

1 Month
-2.20%
3 Months
+6.21%
6 Months
+1.10%
YTD
+0.66%
1 Year
+3.65%
3 Years (annualized)
+12.79%
5 Years (annualized)
+4.69%
10 Years (annualized)
+8.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PUVCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+0.66%
Peer Avg (YTD)
+9.16%
vs Peers
-8.50%

PUVCX Mutual Fund Performance

PUVCX performance across multiple time periods: 1-month -2.20%, YTD 0.66%, 1-year 3.65%, 3-year 12.79%, 5-year 4.69%, 10-year 8.17%.

PUVCX returns trail the peer average of 9.16% YTD. With an expense ratio of 2.23%, investors should weigh costs against performance when evaluating this mutual fund.

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