PURGX Mutual Fund

NAV$23.02

Returns Overview

1 Month
+1.47%
3 Months
+8.41%
6 Months
+11.69%
YTD
+11.47%
1 Year
+14.67%
3 Years (annualized)
+24.68%
5 Years (annualized)
+10.11%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
FTSE EPRA NAREIT Developed Real Estate Index(^ENGLRE)
This Mutual Fund (YTD)
+11.47%
Peer Avg (YTD)
+11.24%
vs Peers
+0.23%

PURGX Mutual Fund Performance

PURGX performance across multiple time periods: 1-month 1.47%, YTD 11.47%, 1-year 14.67%, 3-year 24.68%, 5-year 10.11%.

PURGX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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