URPSX Mutual Fund

URPSX Mutual Fund

NAV$4.90
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Returns Overview

1 Month
-7.75%
3 Months
-5.30%
6 Months
-19.32%
YTD
-21.63%
1 Year
-29.28%
3 Years (annualized)
-28.68%
5 Years (annualized)
-21.31%
10 Years (annualized)
-28.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would URPSX 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
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📉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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-21.63%
Peer Avg (YTD)
+6.77%
vs Peers
-28.40%

URPSX Mutual Fund Performance

URPSX performance across multiple time periods: 1-month -7.75%, YTD -21.63%, 1-year -29.28%, 3-year -28.68%, 5-year -21.31%, 10-year -28.72%.

URPSX returns trail the peer average of 6.77% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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