PURCX Mutual Fund

PURCX Mutual Fund

NAV$21.72
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Returns Overview

1 Month
+2.40%
3 Months
+2.02%
6 Months
+9.24%
YTD
+13.39%
1 Year
+18.38%
3 Years (annualized)
+9.05%
5 Years (annualized)
+1.14%
10 Years (annualized)
+3.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PURCX 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)
+13.39%
Peer Avg (YTD)
+12.53%
vs Peers
+0.86%

PURCX Mutual Fund Performance

PURCX performance across multiple time periods: 1-month 2.40%, YTD 13.39%, 1-year 18.38%, 3-year 9.05%, 5-year 1.14%, 10-year 3.41%.

PURCX returns outperform the peer average of 12.53% YTD. With an expense ratio of 2.31%, investors should weigh costs against performance when evaluating this mutual fund.

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