URUSX Mutual Fund

URUSX Mutual Fund

NAV$10.05
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Returns Overview

1 Month
+0.30%
3 Months
+1.06%
6 Months
+1.50%
YTD
+1.89%
1 Year
+4.17%
3 Years (annualized)
+5.71%
5 Years (annualized)
+3.99%
10 Years (annualized)
+3.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would URUSX 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
Lipper Ultra Short Obligations Funds Index(LIPUSOFI)
This Mutual Fund (YTD)
+1.89%
Peer Avg (YTD)
+0.12%
vs Peers
+1.77%

URUSX Mutual Fund Performance

URUSX performance across multiple time periods: 1-month 0.30%, YTD 1.89%, 1-year 4.17%, 3-year 5.71%, 5-year 3.99%, 10-year 3.22%.

URUSX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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