PURXX Mutual Fund

PURXX Mutual Fund

NAV$1.00
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Returns Overview

1 Month
+0.28%
3 Months
+0.86%
6 Months
+1.71%
YTD
+1.71%
1 Year
+3.71%
3 Years (annualized)
+4.47%
5 Years (annualized)
+3.41%
10 Years (annualized)
+2.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PURXX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.71%
Peer Avg (YTD)
+1.70%
vs Peers
+0.01%

PURXX Mutual Fund Performance

PURXX performance across multiple time periods: 1-month 0.28%, YTD 1.71%, 1-year 3.71%, 3-year 4.47%, 5-year 3.41%, 10-year 2.14%.

PURXX returns outperform the peer average of 1.70% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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