PUDQX

Mutual fund

$10.41 +$0.04 (+0.39%) NAV as of Oct 16, 2026

Prices on SharpeShare since Oct 19, 2021

52-week range

Low $9.52High $10.96

Has PUDQX beaten the S&P 500?

Over the last year (to Oct 16, 2026), PUDQX returned +11.7%; the S&P 500 (SPY) returned +16.8%.

Key figures vs the S&P 500

Annualized growth 
PUDQX
+11.7%
S&P 500
+16.8%
Largest decline 
PUDQX
5.5%
S&P 500
8.9%
Risk-adjusted return 
PUDQX
0.97
S&P 500
0.99
Downside risk-adjusted return 
PUDQX
1.35
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

PeriodPUDQXS&P 500
1 month -1.0% +1.5%
3 months -1.4% +1.9%
Year to date +11.0% +12.8%
1 year +11.7% +16.8%
3 years (annualized) +12.7% +22.0%

Volatility (1-year, annualized): 7.8% · Largest decline (max drawdown, since Oct 2021): 17.9%

How are your investments doing?

Connect your broker to see your portfolio's performance against the market, your risk, and your diversification.

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