PUDAX Mutual Fund

NAV$10.78

Returns Overview

1 Month
-2.34%
3 Months
+0.13%
6 Months
+10.36%
YTD
+9.89%
1 Year
+17.20%
3 Years (annualized)
+11.98%
5 Years (annualized)
+7.53%
10 Years (annualized)
+6.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PUDAX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg Commodity Index(BCOM)
This Mutual Fund (YTD)
+9.89%
Peer Avg (YTD)
+5.87%
vs Peers
+4.03%

PUDAX Mutual Fund Performance

PUDAX performance across multiple time periods: 1-month -2.34%, YTD 9.89%, 1-year 17.20%, 3-year 11.98%, 5-year 7.53%, 10-year 6.20%.

PUDAX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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