PURZX Mutual Fund

PURZX Mutual Fund

NAV$21.20
See how much of PURZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.85%
3 Months
-6.25%
6 Months
+1.66%
YTD
+4.57%
1 Year
+3.76%
3 Years (annualized)
+10.49%
5 Years (annualized)
+1.46%
10 Years (annualized)
+4.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PURZX 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)
+4.57%
Peer Avg (YTD)
+4.73%
vs Peers
-0.16%

PURZX Mutual Fund Performance

PURZX performance across multiple time periods: 1-month -5.85%, YTD 4.57%, 1-year 3.76%, 3-year 10.49%, 5-year 1.46%, 10-year 4.90%.

PURZX returns trail the peer average of 4.73% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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