PURYX Mutual Fund

PURYX Mutual Fund

NAV$65.80
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Returns Overview

1 Month
+0.58%
3 Months
+5.13%
6 Months
+10.90%
YTD
+12.25%
1 Year
+23.67%
3 Years (annualized)
+21.48%
5 Years (annualized)
+13.98%
10 Years (annualized)
+16.20%

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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.25%
Peer Avg (YTD)
+9.41%
vs Peers
+2.83%

PURYX Mutual Fund Performance

PURYX performance across multiple time periods: 1-month 0.58%, YTD 12.25%, 1-year 23.67%, 3-year 21.48%, 5-year 13.98%, 10-year 16.20%.

PURYX returns outperform the peer average of 9.41% 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.