PUCAX

Mutual fund

$8.19 -$0.01 (-0.12%) NAV as of Oct 16, 2026

Prices on SharpeShare since Oct 19, 2021

52-week range

Low $8.13High $8.69

Has PUCAX beaten the S&P 500?

Over the last year (to Oct 16, 2026), PUCAX returned -0.7%; the S&P 500 (SPY) returned +16.8%.

Key figures vs the S&P 500

Annualized growth 
PUCAX
-0.7%
S&P 500
+16.8%
Largest decline 
PUCAX
3.8%
S&P 500
8.9%
Risk-adjusted return 
PUCAX
-1.14
S&P 500
0.99
Downside risk-adjusted return 
PUCAX
-1.52
S&P 500
1.45

Oct 16, 2025 – Oct 16, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodPUCAXS&P 500
1 month -0.6% +1.5%
3 months -2.0% +1.9%
Year to date -1.4% +12.8%
1 year -0.7% +16.8%
3 years (annualized) +6.4% +22.0%

Volatility (1-year, annualized): 3.9% · Largest decline (max drawdown, since Oct 2021): 18.2%

How are your investments doing?

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