PUCCX

Mutual fund

$8.18 $0.00 (0.00%) NAV as of Oct 16, 2026

Prices on SharpeShare since Oct 19, 2021

52-week range

Low $8.12High $8.68

Has PUCCX beaten the S&P 500?

Over the last year (to Oct 16, 2026), PUCCX returned -1.4%; the S&P 500 (SPY) returned +16.8%.

Key figures vs the S&P 500

Annualized growth 
PUCCX
-1.4%
S&P 500
+16.8%
Largest decline 
PUCCX
4.3%
S&P 500
8.9%
Risk-adjusted return 
PUCCX
-1.33
S&P 500
0.99
Downside risk-adjusted return 
PUCCX
-1.74
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

PeriodPUCCXS&P 500
1 month -0.5% +1.5%
3 months -2.2% +1.9%
Year to date -2.0% +12.8%
1 year -1.4% +16.8%
3 years (annualized) +5.6% +22.0%

Volatility (1-year, annualized): 3.8% · Largest decline (max drawdown, since Oct 2021): 18.6%

How are your investments doing?

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