URPSX Mutual Fund

URPSX Mutual Fund

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Returns Overview

1 Month
+0.56%
3 Months
-7.03%
6 Months
-13.00%
YTD
-14.78%
1 Year
-26.06%
3 Years (annualized)
-25.98%
5 Years (annualized)
-21.19%
10 Years (annualized)
-28.24%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-14.78%
Peer Avg (YTD)
-0.65%
vs Peers
-14.13%

URPSX Mutual Fund Performance

URPSX performance across multiple time periods: 1-month 0.56%, YTD -14.78%, 1-year -26.06%, 3-year -25.98%, 5-year -21.19%, 10-year -28.24%.

URPSX returns trail the peer average of -0.65% 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.