PCUFX Mutual Fund

NAV$15.96

Returns Overview

1 Month
+10.40%
3 Months
+5.08%
6 Months
+13.76%
YTD
+9.51%
1 Year
+19.40%
3 Years
+19.24%
5 Years
+14.01%
10 Years
+11.64%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would PCUFX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Utilities Index(^SP500-5510TR:SP)
This Mutual Fund (YTD)
+9.51%
Peer Avg (YTD)
+10.42%
vs Peers
-0.90%

PCUFX Mutual Fund Performance

PCUFX performance across multiple time periods: 1-month 10.40%, YTD 9.51%, 1-year 19.40%, 3-year 19.24%, 5-year 14.01%, 10-year 11.64%.

PCUFX returns trail the peer average of 10.42% YTD. With an expense ratio of 1.62%, investors should weigh costs against performance when evaluating this mutual fund.

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