URPIX Mutual Fund

NAV$5.56

Returns Overview

1 Month
+2.20%
3 Months
-23.93%
6 Months
-15.99%
YTD
-15.64%
1 Year
-29.00%
3 Years (annualized)
-28.32%
5 Years (annualized)
-22.46%
10 Years (annualized)
-28.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would URPIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-15.64%
Peer Avg (YTD)
+12.13%
vs Peers
-27.77%

URPIX Mutual Fund Performance

URPIX performance across multiple time periods: 1-month 2.20%, YTD -15.64%, 1-year -29.00%, 3-year -28.32%, 5-year -22.46%, 10-year -28.62%.

URPIX returns trail the peer average of 12.13% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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