URISX Mutual Fund

URISX Mutual Fund

NAV$19.44
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Returns Overview

1 Month
-2.44%
3 Months
+3.19%
6 Months
+6.42%
YTD
-2.44%
1 Year
+29.55%
3 Years (annualized)
+14.00%
5 Years (annualized)
+10.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would URISX 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
S&P 500 Index(SPX)

URISX Mutual Fund Performance

URISX performance across multiple time periods: 1-month -2.44%, YTD -2.44%, 1-year 29.55%, 3-year 14.00%, 5-year 10.32%.

URISX returns can be compared against peers and benchmarks. investors should weigh costs against performance when evaluating this mutual fund.

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