PURCX Mutual Fund

PURCX Mutual Fund

NAV$20.20
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Returns Overview

1 Month
-6.03%
3 Months
-6.68%
6 Months
+0.84%
YTD
+3.34%
1 Year
+2.21%
3 Years (annualized)
+9.04%
5 Years (annualized)
+0.20%
10 Years (annualized)
+3.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PURCX 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
FTSE EPRA NAREIT Developed Real Estate Index(^ENGLRE)
This Mutual Fund (YTD)
+3.34%
Peer Avg (YTD)
+4.73%
vs Peers
-1.39%

PURCX Mutual Fund Performance

PURCX performance across multiple time periods: 1-month -6.03%, YTD 3.34%, 1-year 2.21%, 3-year 9.04%, 5-year 0.20%, 10-year 3.73%.

PURCX returns trail the peer average of 4.73% YTD. With an expense ratio of 2.31%, investors should weigh costs against performance when evaluating this mutual fund.

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