PURZX Mutual Fund

PURZX Mutual Fund

NAV$22.91
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+1.47%
3 Months
+8.43%
6 Months
+11.76%
YTD
+11.54%
1 Year
+14.76%
3 Years (annualized)
+24.78%
5 Years (annualized)
+7.32%
10 Years (annualized)
+5.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PURZX 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
FTSE EPRA NAREIT Developed Real Estate Index(^ENGLRE)
This Mutual Fund (YTD)
+11.54%
Peer Avg (YTD)
+11.24%
vs Peers
+0.30%

PURZX Mutual Fund Performance

PURZX performance across multiple time periods: 1-month 1.47%, YTD 11.54%, 1-year 14.76%, 3-year 24.78%, 5-year 7.32%, 10-year 5.62%.

PURZX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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