URIFX Mutual Fund

URIFX Mutual Fund

NAV$11.14
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Returns Overview

1 Month
+0.41%
3 Months
-0.49%
6 Months
-1.44%
YTD
+0.38%
1 Year
+2.40%
3 Years (annualized)
+5.13%
5 Years (annualized)
+0.53%
10 Years (annualized)
+2.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would URIFX 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
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🏦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
Lipper A Rated Bond Funds Index
This Mutual Fund (YTD)
+0.38%
Peer Avg (YTD)
+2.15%
vs Peers
-1.77%

URIFX Mutual Fund Performance

URIFX performance across multiple time periods: 1-month 0.41%, YTD 0.38%, 1-year 2.40%, 3-year 5.13%, 5-year 0.53%, 10-year 2.45%.

URIFX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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