URNQX Mutual Fund

URNQX Mutual Fund

NAV$70.69
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Returns Overview

1 Month
-6.66%
3 Months
+3.07%
6 Months
+10.82%
YTD
+12.35%
1 Year
+22.20%
3 Years (annualized)
+22.10%
5 Years (annualized)
+14.13%
10 Years (annualized)
+20.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would URNQX 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)
+12.35%
Peer Avg (YTD)
+6.23%
vs Peers
+6.11%

URNQX Mutual Fund Performance

URNQX performance across multiple time periods: 1-month -6.66%, YTD 12.35%, 1-year 22.20%, 3-year 22.10%, 5-year 14.13%, 10-year 20.26%.

URNQX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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