PURGX Mutual Fund

PURGX Mutual Fund

NAV$21.16
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Returns Overview

1 Month
-5.86%
3 Months
-6.29%
6 Months
+1.60%
YTD
+4.47%
1 Year
+3.64%
3 Years (annualized)
+10.38%
5 Years (annualized)
+1.35%
10 Years (annualized)
+4.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PURGX 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)
+4.47%
Peer Avg (YTD)
+4.73%
vs Peers
-0.27%

PURGX Mutual Fund Performance

PURGX performance across multiple time periods: 1-month -5.86%, YTD 4.47%, 1-year 3.64%, 3-year 10.38%, 5-year 1.35%, 10-year 4.47%.

PURGX returns trail the peer average of 4.73% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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