PURRX Mutual Fund

PURRX Mutual Fund

NAV$20.93
See how much of PURRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.92%
3 Months
-6.43%
6 Months
+1.25%
YTD
+4.04%
1 Year
+3.12%
3 Years (annualized)
+9.76%
5 Years (annualized)
+0.82%
10 Years (annualized)
+4.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PURRX 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)
+4.04%
Peer Avg (YTD)
+4.73%
vs Peers
-0.69%

PURRX Mutual Fund Performance

PURRX performance across multiple time periods: 1-month -5.92%, YTD 4.04%, 1-year 3.12%, 3-year 9.76%, 5-year 0.82%, 10-year 4.25%.

PURRX returns trail the peer average of 4.73% YTD. With an expense ratio of 1.58%, investors should weigh costs against performance when evaluating this mutual fund.

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