PUFCX

Mutual fund

$19.79 +$0.02 (+0.10%) NAV as of Oct 16, 2026

Prices on SharpeShare since Oct 19, 2021

52-week range

Low $16.69High $21.61

Has PUFCX beaten the S&P 500?

Over the last year (to Oct 16, 2026), PUFCX returned +12.0%; the S&P 500 (SPY) returned +16.8%.

Key figures vs the S&P 500

Annualized growth 
PUFCX
+12.0%
S&P 500
+16.8%
Largest decline 
PUFCX
15.9%
S&P 500
8.9%
Risk-adjusted return 
PUFCX
0.55
S&P 500
0.99
Downside risk-adjusted return 
PUFCX
0.78
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

PeriodPUFCXS&P 500
1 month -0.9% +1.5%
3 months -3.7% +1.9%
Year to date +3.5% +12.8%
1 year +12.0% +16.8%
3 years (annualized) +22.7% +22.0%

Volatility (1-year, annualized): 16.2% · Largest decline (max drawdown, since Oct 2021): 31.9%

How are your investments doing?

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