PCUFX Mutual Fund

NAV$15.18

Returns Overview

1 Month
+2.22%
3 Months
-0.04%
6 Months
+6.86%
YTD
+5.29%
1 Year
+13.36%
3 Years (annualized)
+13.88%
5 Years (annualized)
+11.16%
10 Years (annualized)
+9.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

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
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
S&P 500 Utilities Index(^SP500-5510TR:SP)
This Mutual Fund (YTD)
+5.29%
Peer Avg (YTD)
+10.15%
vs Peers
-4.85%

PCUFX Mutual Fund Performance

PCUFX performance across multiple time periods: 1-month 2.22%, YTD 5.29%, 1-year 13.36%, 3-year 13.88%, 5-year 11.16%, 10-year 9.40%.

PCUFX returns trail the peer average of 10.15% 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.