PUREX Mutual Fund

PUREX Mutual Fund

NAV$21.14
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Returns Overview

1 Month
-5.86%
3 Months
-6.35%
6 Months
+1.43%
YTD
+4.24%
1 Year
+3.35%
3 Years (annualized)
+10.08%
5 Years (annualized)
+1.09%
10 Years (annualized)
+4.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PUREX 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
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📉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)
+4.24%
Peer Avg (YTD)
+4.73%
vs Peers
-0.49%

PUREX Mutual Fund Performance

PUREX performance across multiple time periods: 1-month -5.86%, YTD 4.24%, 1-year 3.35%, 3-year 10.08%, 5-year 1.09%, 10-year 4.21%.

PUREX returns trail the peer average of 4.73% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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