PURZX
Prices on SharpeShare since Oct 19, 2021
52-week range
Low $20.36High $23.61
Has PURZX beaten the S&P 500?
Over the last year (to Oct 16, 2026), PURZX returned +3.9%; the S&P 500 (SPY) returned +16.8%.
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
| Period | PURZX | S&P 500 |
|---|---|---|
| 1 month | -2.3% | +1.5% |
| 3 months | -9.0% | +1.9% |
| Year to date | +4.8% | +12.8% |
| 1 year | +3.9% | +16.8% |
| 3 years (annualized) | +10.6% | +22.0% |
Volatility (1-year, annualized): 12.2% · Largest decline (max drawdown, since Oct 2021): 34.8%
How are your investments doing?
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Straight from your broker. Read-only. Never a recommendation.
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