PURYX Mutual Fund

PURYX Mutual Fund

NAV$65.04
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Returns Overview

1 Month
-0.38%
3 Months
+1.70%
6 Months
+6.92%
YTD
+14.16%
1 Year
+15.13%
3 Years (annualized)
+25.14%
5 Years (annualized)
+13.15%
10 Years (annualized)
+16.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PURYX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.16%
Peer Avg (YTD)
+17.72%
vs Peers
-3.56%

PURYX Mutual Fund Performance

PURYX performance across multiple time periods: 1-month -0.38%, YTD 14.16%, 1-year 15.13%, 3-year 25.14%, 5-year 13.15%, 10-year 16.33%.

PURYX returns trail the peer average of 17.72% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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