URITX Mutual Fund

NAV$36.20

Returns Overview

1 Month
+0.23%
3 Months
+9.43%
6 Months
+12.18%
YTD
+10.86%
1 Year
+34.21%
3 Years (annualized)
+22.39%
5 Years (annualized)
+11.90%

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

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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
Lipper International Funds Index(^LINNFI)
This Mutual Fund (YTD)
+10.86%
Peer Avg (YTD)
+9.13%
vs Peers
+1.73%

URITX Mutual Fund Performance

URITX performance across multiple time periods: 1-month 0.23%, YTD 10.86%, 1-year 34.21%, 3-year 22.39%, 5-year 11.90%.

URITX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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