URLGX Mutual Fund

URLGX Mutual Fund

NAV$3.24
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Returns Overview

1 Month
+3.34%
3 Months
-0.32%
6 Months
+16.60%
YTD
+10.75%
1 Year
+13.89%
3 Years (annualized)
+15.29%
5 Years (annualized)
+4.44%
10 Years (annualized)
+12.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would URLGX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+10.75%
Peer Avg (YTD)
+8.51%
vs Peers
+2.24%

URLGX Mutual Fund Performance

URLGX performance across multiple time periods: 1-month 3.34%, YTD 10.75%, 1-year 13.89%, 3-year 15.29%, 5-year 4.44%, 10-year 12.95%.

URLGX returns outperform the peer average of 8.51% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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