URHIX Mutual Fund

URHIX Mutual Fund

NAV$6.60
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Returns Overview

1 Month
-2.54%
3 Months
-2.13%
6 Months
+0.02%
YTD
-0.55%
1 Year
+0.65%
3 Years (annualized)
+7.97%
5 Years (annualized)
+4.03%
10 Years (annualized)
+4.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would URHIX 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
Bloomberg US High Yield 2% Issuer Capped Bond Index
This Mutual Fund (YTD)
-0.55%
Peer Avg (YTD)
+0.50%
vs Peers
-1.05%

URHIX Mutual Fund Performance

URHIX performance across multiple time periods: 1-month -2.54%, YTD -0.55%, 1-year 0.65%, 3-year 7.97%, 5-year 4.03%, 10-year 4.99%.

URHIX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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