PURCX

Mutual fund

$20.24 -$0.02 (-0.10%) NAV as of Oct 16, 2026

Prices on SharpeShare since Oct 19, 2021

52-week range

Low $19.49High $22.58

Has PURCX beaten the S&P 500?

Over the last year (to Oct 16, 2026), PURCX returned +2.4%; the S&P 500 (SPY) returned +16.8%.

Key figures vs the S&P 500

Annualized growth 
PURCX
+2.4%
S&P 500
+16.8%
Largest decline 
PURCX
11.9%
S&P 500
8.9%
Risk-adjusted return 
PURCX
-0.06
S&P 500
0.99
Downside risk-adjusted return 
PURCX
-0.08
S&P 500
1.45

Oct 16, 2025 – Oct 16, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodPURCXS&P 500
1 month -2.5% +1.5%
3 months -9.4% +1.9%
Year to date +3.5% +12.8%
1 year +2.4% +16.8%
3 years (annualized) +9.1% +22.0%

Volatility (1-year, annualized): 12.2% · Largest decline (max drawdown, since Oct 2021): 35.3%

How are your investments doing?

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