URFFX Mutual Fund

URFFX Mutual Fund

NAV$17.55
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Returns Overview

1 Month
-2.58%
3 Months
+0.46%
6 Months
+13.18%
YTD
+12.59%
1 Year
+16.44%
3 Years (annualized)
+18.66%
5 Years (annualized)
+8.81%
10 Years (annualized)
+9.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would URFFX 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 Target Date 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+12.59%
Peer Avg (YTD)
+7.09%
vs Peers
+5.50%

URFFX Mutual Fund Performance

URFFX performance across multiple time periods: 1-month -2.58%, YTD 12.59%, 1-year 16.44%, 3-year 18.66%, 5-year 8.81%, 10-year 9.96%.

URFFX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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