PFUPX Mutual Fund

NAV$7.52

Returns Overview

1 Month
-1.25%
3 Months
+1.22%
6 Months
-1.74%
YTD
-1.49%
1 Year
-1.96%
3 Years (annualized)
+4.25%
5 Years (annualized)
-2.40%
10 Years (annualized)
+0.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFUPX 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
Bloomberg Global Aggregate ex-USD USD Unhedged Index(^BGAUSDGUSDUI)
This Mutual Fund (YTD)
-1.49%
Peer Avg (YTD)
+0.99%
vs Peers
-2.48%

PFUPX Mutual Fund Performance

PFUPX performance across multiple time periods: 1-month -1.25%, YTD -1.49%, 1-year -1.96%, 3-year 4.25%, 5-year -2.40%, 10-year 0.09%.

PFUPX returns trail the peer average of 0.99% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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