PCUZX Mutual Fund

NAV$74.86

Returns Overview

1 Month
-0.51%
3 Months
+16.23%
6 Months
+11.24%
YTD
+10.99%
1 Year
+23.03%
3 Years (annualized)
+21.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCUZX 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
Lipper Large Cap Core Funds Index(^LLCCFI)
This Mutual Fund (YTD)
+10.99%
Peer Avg (YTD)
+9.51%
vs Peers
+1.48%

PCUZX Mutual Fund Performance

PCUZX performance across multiple time periods: 1-month -0.51%, YTD 10.99%, 1-year 23.03%, 3-year 21.77%.

PCUZX returns outperform the peer average of 9.51% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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