URNQX Mutual Fund

NAV$71.36

Returns Overview

1 Month
-0.14%
3 Months
+27.69%
6 Months
+20.16%
YTD
+20.36%
1 Year
+37.75%
3 Years (annualized)
+27.62%
5 Years (annualized)
+16.97%

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
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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+20.36%
Peer Avg (YTD)
+8.97%
vs Peers
+11.39%

URNQX Mutual Fund Performance

URNQX performance across multiple time periods: 1-month -0.14%, YTD 20.36%, 1-year 37.75%, 3-year 27.62%, 5-year 16.97%.

URNQX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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