URPSX Mutual Fund

NAV$4.95

Returns Overview

1 Month
+2.08%
3 Months
-24.08%
6 Months
-15.52%
YTD
-15.25%
1 Year
-29.08%
3 Years (annualized)
-27.97%
5 Years (annualized)
-22.45%
10 Years (annualized)
-28.96%

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
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)
-15.25%
Peer Avg (YTD)
+12.13%
vs Peers
-27.38%

URPSX Mutual Fund Performance

URPSX performance across multiple time periods: 1-month 2.08%, YTD -15.25%, 1-year -29.08%, 3-year -27.97%, 5-year -22.45%, 10-year -28.96%.

URPSX returns trail the peer average of 12.13% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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