TNURX Mutual Fund

TNURX Mutual Fund

NAV$8.18
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Returns Overview

3 Months
+1.20%
6 Months
+0.91%
YTD
+2.38%
1 Year
+4.71%
3 Years (annualized)
+4.38%
5 Years (annualized)
-1.26%
10 Years (annualized)
+2.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TNURX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.38%
Peer Avg (YTD)
+2.15%
vs Peers
+0.23%

TNURX Mutual Fund Performance

TNURX performance across multiple time periods: YTD 2.38%, 1-year 4.71%, 3-year 4.38%, 5-year -1.26%, 10-year 2.73%.

TNURX returns outperform the peer average of 2.15% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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