PPUCX Mutual Fund

NAV$11.10

Returns Overview

1 Month
+1.74%
3 Months
+1.56%
6 Months
+1.19%
YTD
+5.11%
1 Year
+19.99%
3 Years (annualized)
+16.04%
5 Years (annualized)
+7.14%
10 Years (annualized)
+8.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PPUCX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+5.11%
Peer Avg (YTD)
+8.61%
vs Peers
-3.49%

PPUCX Mutual Fund Performance

PPUCX performance across multiple time periods: 1-month 1.74%, YTD 5.11%, 1-year 19.99%, 3-year 16.04%, 5-year 7.14%, 10-year 8.55%.

PPUCX returns trail the peer average of 8.61% YTD. With an expense ratio of 1.94%, investors should weigh costs against performance when evaluating this mutual fund.

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