PUDZX

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 $9.53High $10.97

Has PUDZX beaten the S&P 500?

Over the last year (to Oct 16, 2026), PUDZX returned +11.5%; the S&P 500 (SPY) returned +16.8%.

Key figures vs the S&P 500

Annualized growth 
PUDZX
+11.5%
S&P 500
+16.8%
Largest decline 
PUDZX
5.6%
S&P 500
8.9%
Risk-adjusted return 
PUDZX
0.94
S&P 500
0.99
Downside risk-adjusted return 
PUDZX
1.31
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

PeriodPUDZXS&P 500
1 month -1.1% +1.5%
3 months -1.5% +1.9%
Year to date +10.8% +12.8%
1 year +11.5% +16.8%
3 years (annualized) +12.5% +22.0%

Volatility (1-year, annualized): 7.8% · Largest decline (max drawdown, since Oct 2021): 18.0%

How are your investments doing?

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