URFRX Mutual Fund

URFRX Mutual Fund

NAV$15.98
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Returns Overview

1 Month
-2.47%
3 Months
+0.19%
6 Months
+11.10%
YTD
+10.71%
1 Year
+14.17%
3 Years (annualized)
+16.83%
5 Years (annualized)
+7.77%
10 Years (annualized)
+9.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would URFRX 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 2040 Index(^SPTGT40:SP)
This Mutual Fund (YTD)
+10.71%
Peer Avg (YTD)
+7.09%
vs Peers
+3.62%

URFRX Mutual Fund Performance

URFRX performance across multiple time periods: 1-month -2.47%, YTD 10.71%, 1-year 14.17%, 3-year 16.83%, 5-year 7.77%, 10-year 9.05%.

URFRX 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.

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