URINX Mutual Fund

NAV$12.01

Returns Overview

1 Month
+0.46%
3 Months
+5.42%
6 Months
+6.06%
YTD
+5.88%
1 Year
+14.41%
3 Years (annualized)
+11.12%
5 Years (annualized)
+5.59%
10 Years (annualized)
+6.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would URINX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+5.88%
Peer Avg (YTD)
+7.64%
vs Peers
-1.76%

URINX Mutual Fund Performance

URINX performance across multiple time periods: 1-month 0.46%, YTD 5.88%, 1-year 14.41%, 3-year 11.12%, 5-year 5.59%, 10-year 6.16%.

URINX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

URINX performance comparison shows side-by-side returns with another fund. URINX alternatives are available in the Mutual Fund Screener.