PUMTX

Mutual fund

$12.63 $0.00 (0.00%) NAV as of Oct 16, 2026

Prices on SharpeShare since Oct 19, 2021

52-week range: $12.63 (the same at every close)

Has PUMTX beaten the S&P 500?

Since Oct 19, 2021 (to Oct 16, 2026), PUMTX returned -48.9%; the S&P 500 (SPY) returned +81.1%.

Key figures vs the S&P 500

Annualized growth 
PUMTX
-12.6%
S&P 500
+12.6%
Largest decline 
PUMTX
58.5%
S&P 500
24.5%
Risk-adjusted return 
PUMTX
-0.84
S&P 500
0.67
Downside risk-adjusted return 
PUMTX
-0.98
S&P 500
1.22

Oct 19, 2021 – Oct 16, 2026. Returns include dividends and other distributions, reinvested. SharpeShare's S&P 500 (SPY) prices start Oct 19, 2021.

How are your investments doing?

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Returns by period

PeriodPUMTXS&P 500
1 month 0.0% +1.5%
Year to date 0.0% +34.6%
3 years (annualized) 0.0% +22.0%

Volatility (1-year, annualized): 0.0% · Largest decline (max drawdown, since Oct 2021): 58.5%

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