PURYX Mutual Fund

NAV$66.13

Returns Overview

1 Month
-1.27%
3 Months
+15.74%
6 Months
+12.03%
YTD
+11.60%
1 Year
+25.96%
3 Years (annualized)
+22.48%
5 Years (annualized)
+14.38%
10 Years (annualized)
+16.58%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.60%
Peer Avg (YTD)
+9.51%
vs Peers
+2.09%

PURYX Mutual Fund Performance

PURYX performance across multiple time periods: 1-month -1.27%, YTD 11.60%, 1-year 25.96%, 3-year 22.48%, 5-year 14.38%, 10-year 16.58%.

PURYX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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