URSIX Mutual Fund

URSIX Mutual Fund

NAV$17.76
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Returns Overview

1 Month
-0.50%
3 Months
-0.17%
6 Months
+5.07%
YTD
+12.63%
1 Year
+15.27%
3 Years (annualized)
+20.34%
5 Years (annualized)
+8.21%
10 Years (annualized)
+9.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would URSIX 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 Target Date 2060+ Index
This Mutual Fund (YTD)
+12.63%
Peer Avg (YTD)
+6.70%
vs Peers
+5.93%

URSIX Mutual Fund Performance

URSIX performance across multiple time periods: 1-month -0.50%, YTD 12.63%, 1-year 15.27%, 3-year 20.34%, 5-year 8.21%, 10-year 9.75%.

URSIX returns outperform the peer average of 6.70% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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