PFUUX Mutual Fund

NAV$7.57

Returns Overview

1 Month
-1.27%
3 Months
+1.17%
6 Months
-1.82%
YTD
-1.57%
1 Year
-2.12%
3 Years (annualized)
+4.09%
5 Years (annualized)
-2.36%
10 Years (annualized)
+0.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFUUX 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)
-1.57%
Peer Avg (YTD)
+0.99%
vs Peers
-2.56%

PFUUX Mutual Fund Performance

PFUUX performance across multiple time periods: 1-month -1.27%, YTD -1.57%, 1-year -2.12%, 3-year 4.09%, 5-year -2.36%, 10-year 0.03%.

PFUUX returns trail the peer average of 0.99% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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