URITX Mutual Fund

URITX Mutual Fund

NAV$35.26
See how much of URITX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.26%
3 Months
+3.59%
6 Months
+7.05%
YTD
+13.60%
1 Year
+27.39%
3 Years (annualized)
+18.27%
5 Years (annualized)
+10.20%
10 Years (annualized)
+10.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would URITX 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
Lipper International Funds Index(^LINNFI)
This Mutual Fund (YTD)
+13.60%
Peer Avg (YTD)
+9.42%
vs Peers
+4.18%

URITX Mutual Fund Performance

URITX performance across multiple time periods: 1-month 1.26%, YTD 13.60%, 1-year 27.39%, 3-year 18.27%, 5-year 10.20%, 10-year 10.12%.

URITX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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