PURYX Mutual Fund

PURYX Mutual Fund

NAV$66.96
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Returns Overview

1 Month
-0.15%
3 Months
+2.69%
6 Months
+18.85%
YTD
+14.60%
1 Year
+18.85%
3 Years (annualized)
+22.92%
5 Years (annualized)
+13.78%
10 Years (annualized)
+16.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PURYX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.60%
Peer Avg (YTD)
+9.98%
vs Peers
+4.61%

PURYX Mutual Fund Performance

PURYX performance across multiple time periods: 1-month -0.15%, YTD 14.60%, 1-year 18.85%, 3-year 22.92%, 5-year 13.78%, 10-year 16.28%.

PURYX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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