PUREX Mutual Fund

PUREX Mutual Fund

NAV$20.82
See how much of PUREX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.89%
3 Months
+0.90%
6 Months
-1.32%
YTD
+10.74%
1 Year
+11.00%
3 Years (annualized)
+10.08%
5 Years (annualized)
+1.09%
10 Years (annualized)
+4.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PUREX 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
PROUpgrade to run

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)
+10.74%
Peer Avg (YTD)
+9.10%
vs Peers
+1.64%

PUREX Mutual Fund Performance

PUREX performance across multiple time periods: 1-month -2.89%, YTD 10.74%, 1-year 11.00%, 3-year 10.08%, 5-year 1.09%, 10-year 4.21%.

PUREX returns outperform the peer average of 9.10% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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