PUICX

Mutual fund

$4.82 $0.00 (0.00%) NAV as of Oct 16, 2026

Prices on SharpeShare since Oct 19, 2021

52-week range

Low $4.76High $5.11

Has PUICX beaten the S&P 500?

Over the last year (to Oct 16, 2026), PUICX returned -2.1%; the S&P 500 (SPY) returned +16.8%.

Key figures vs the S&P 500

Annualized growth 
PUICX
-2.1%
S&P 500
+16.8%
Largest decline 
PUICX
5.0%
S&P 500
8.9%
Risk-adjusted return 
PUICX
-1.56
S&P 500
0.99
Downside risk-adjusted return 
PUICX
-2.00
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

PeriodPUICXS&P 500
1 month -0.5% +1.5%
3 months -2.2% +1.9%
Year to date -2.2% +12.8%
1 year -2.1% +16.8%
3 years (annualized) +4.5% +22.0%

Volatility (1-year, annualized): 3.8% · Largest decline (max drawdown, since Oct 2021): 20.4%

How are your investments doing?

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