PURCX Mutual Fund

PURCX Mutual Fund

NAV$19.96
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Returns Overview

1 Month
-3.01%
3 Months
+0.65%
6 Months
-1.82%
YTD
+9.97%
1 Year
+9.86%
3 Years (annualized)
+9.04%
5 Years (annualized)
+0.20%
10 Years (annualized)
+3.73%

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)
+9.97%
Peer Avg (YTD)
+9.10%
vs Peers
+0.88%

PURCX Mutual Fund Performance

PURCX performance across multiple time periods: 1-month -3.01%, YTD 9.97%, 1-year 9.86%, 3-year 9.04%, 5-year 0.20%, 10-year 3.73%.

PURCX returns outperform the peer average of 9.10% 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.