PURRX Mutual Fund

PURRX Mutual Fund

NAV$22.86
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Returns Overview

1 Month
+2.00%
3 Months
+1.73%
6 Months
+9.18%
YTD
+13.42%
1 Year
+18.81%
3 Years (annualized)
+9.76%
5 Years (annualized)
+1.75%
10 Years (annualized)
+3.93%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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)
+13.42%
Peer Avg (YTD)
+12.53%
vs Peers
+0.89%

PURRX Mutual Fund Performance

PURRX performance across multiple time periods: 1-month 2.00%, YTD 13.42%, 1-year 18.81%, 3-year 9.76%, 5-year 1.75%, 10-year 3.93%.

PURRX returns outperform the peer average of 12.53% YTD. With an expense ratio of 1.58%, investors should weigh costs against performance when evaluating this mutual fund.

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