PURGX Mutual Fund

PURGX Mutual Fund

NAV$22.49
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Returns Overview

1 Month
+1.89%
3 Months
+1.75%
6 Months
+9.27%
YTD
+13.58%
1 Year
+19.20%
3 Years (annualized)
+10.36%
5 Years (annualized)
+2.28%
10 Years (annualized)
+4.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PURGX 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)
+13.58%
Peer Avg (YTD)
+12.53%
vs Peers
+1.05%

PURGX Mutual Fund Performance

PURGX performance across multiple time periods: 1-month 1.89%, YTD 13.58%, 1-year 19.20%, 3-year 10.36%, 5-year 2.28%, 10-year 4.47%.

PURGX returns outperform the peer average of 12.53% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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