PURZX Mutual Fund

PURZX Mutual Fund

NAV$21.11
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Returns Overview

1 Month
-2.84%
3 Months
+1.04%
6 Months
-1.14%
YTD
+11.07%
1 Year
+11.47%
3 Years (annualized)
+10.49%
5 Years (annualized)
+1.46%
10 Years (annualized)
+4.90%

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
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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)
+11.07%
Peer Avg (YTD)
+9.10%
vs Peers
+1.97%

PURZX Mutual Fund Performance

PURZX performance across multiple time periods: 1-month -2.84%, YTD 11.07%, 1-year 11.47%, 3-year 10.49%, 5-year 1.46%, 10-year 4.90%.

PURZX returns outperform the peer average of 9.10% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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