PUCPX Mutual Fund

NAV$10.20

Returns Overview

1 Month
+0.80%
3 Months
+2.58%
6 Months
+1.75%
YTD
+1.75%
1 Year
+6.50%
3 Years (annualized)
+7.48%
5 Years (annualized)
+3.17%
10 Years (annualized)
+3.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PUCPX 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
ICE BofA SOFR Overnight Rate Index(^ICEBASOFRORI)
This Mutual Fund (YTD)
+1.75%
Peer Avg (YTD)
+3.23%
vs Peers
-1.47%

PUCPX Mutual Fund Performance

PUCPX performance across multiple time periods: 1-month 0.80%, YTD 1.75%, 1-year 6.50%, 3-year 7.48%, 5-year 3.17%, 10-year 3.69%.

PUCPX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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