URHIX Mutual Fund

URHIX Mutual Fund

NAV$6.59
See how much of URHIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.94%
3 Months
+1.23%
6 Months
+1.91%
YTD
+2.55%
1 Year
+4.70%
3 Years (annualized)
+7.97%
5 Years (annualized)
+4.03%
10 Years (annualized)
+4.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would URHIX 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
Bloomberg US High Yield 2% Issuer Capped Bond Index
This Mutual Fund (YTD)
+2.55%
Peer Avg (YTD)
+2.15%
vs Peers
+0.39%

URHIX Mutual Fund Performance

URHIX performance across multiple time periods: 1-month 0.94%, YTD 2.55%, 1-year 4.70%, 3-year 7.97%, 5-year 4.03%, 10-year 4.99%.

URHIX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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