PUREX Mutual Fund

NAV$23.14

Returns Overview

1 Month
+1.43%
3 Months
+8.31%
6 Months
+11.53%
YTD
+11.31%
1 Year
+14.35%
3 Years (annualized)
+24.35%
5 Years (annualized)
+6.93%

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

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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
+0.07%

PUREX Mutual Fund Performance

PUREX performance across multiple time periods: 1-month 1.43%, YTD 11.31%, 1-year 14.35%, 3-year 24.35%, 5-year 6.93%.

PUREX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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