PUCQX Mutual Fund

NAV$8.41

Returns Overview

1 Month
-1.06%
3 Months
-1.41%
6 Months
-2.32%
YTD
-2.21%
1 Year
+4.82%
3 Years (annualized)
+8.83%
5 Years (annualized)
+5.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PUCQX 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
Bloomberg Barclays US Aggregate Intermediate Total Return USD(^BBUAGITR)
This Mutual Fund (YTD)
-2.21%
Peer Avg (YTD)
+3.23%
vs Peers
-5.44%

PUCQX Mutual Fund Performance

PUCQX performance across multiple time periods: 1-month -1.06%, YTD -2.21%, 1-year 4.82%, 3-year 8.83%, 5-year 5.04%.

PUCQX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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