PURAX Mutual Fund

PURAX Mutual Fund

NAV$21.73
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Returns Overview

1 Month
+2.45%
3 Months
+2.22%
6 Months
+9.74%
YTD
+14.03%
1 Year
+19.55%
3 Years (annualized)
+10.01%
5 Years (annualized)
+1.98%
10 Years (annualized)
+4.13%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
FTSE EPRA NAREIT Developed Real Estate Index(^ENGLRE)
This Mutual Fund (YTD)
+14.03%
Peer Avg (YTD)
+12.53%
vs Peers
+1.50%

PURAX Mutual Fund Performance

PURAX performance across multiple time periods: 1-month 2.45%, YTD 14.03%, 1-year 19.55%, 3-year 10.01%, 5-year 1.98%, 10-year 4.13%.

PURAX returns outperform the peer average of 12.53% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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