PURRX Mutual Fund

NAV$22.78

Returns Overview

1 Month
+1.40%
3 Months
+8.22%
6 Months
+11.36%
YTD
+11.19%
1 Year
+14.14%
3 Years (annualized)
+24.13%
5 Years (annualized)
+10.53%
10 Years (annualized)
+7.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PURRX 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)
+11.19%
Peer Avg (YTD)
+11.24%
vs Peers
-0.05%

PURRX Mutual Fund Performance

PURRX performance across multiple time periods: 1-month 1.40%, YTD 11.19%, 1-year 14.14%, 3-year 24.13%, 5-year 10.53%, 10-year 7.72%.

PURRX returns trail the peer average of 11.24% YTD. With an expense ratio of 1.58%, investors should weigh costs against performance when evaluating this mutual fund.

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