URPSX Mutual Fund

URPSX Mutual Fund

NAV$5.21
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Returns Overview

1 Month
+1.78%
3 Months
-4.98%
6 Months
-11.66%
YTD
-19.03%
1 Year
-19.03%
3 Years (annualized)
-31.83%
5 Years (annualized)
-20.13%
10 Years (annualized)
-28.76%

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)
-19.03%
Peer Avg (YTD)
+1.16%
vs Peers
-20.18%

URPSX Mutual Fund Performance

URPSX performance across multiple time periods: 1-month 1.78%, YTD -19.03%, 1-year -19.03%, 3-year -31.83%, 5-year -20.13%, 10-year -28.76%.

URPSX returns trail the peer average of 1.16% 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.