PURAX Mutual Fund

NAV$23.02
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Returns Overview

1 Month
+1.43%
3 Months
+8.34%
6 Months
+11.53%
YTD
+11.31%
1 Year
+14.32%
3 Years (annualized)
+24.36%
5 Years (annualized)
+6.92%
10 Years (annualized)
+5.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PURAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
FTSE EPRA NAREIT Developed Real Estate Index(^ENGLRE)
This Mutual Fund (YTD)
+11.31%
Peer Avg (YTD)
+11.24%
vs Peers
+0.06%

PURAX Mutual Fund Performance

PURAX performance across multiple time periods: 1-month 1.43%, YTD 11.31%, 1-year 14.32%, 3-year 24.36%, 5-year 6.92%, 10-year 5.25%.

PURAX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

PURAX performance comparison shows side-by-side returns with another fund. PURAX alternatives are available in the Mutual Fund Screener.