URITX Mutual Fund

URITX Mutual Fund

NAV$34.73
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Returns Overview

1 Month
-3.14%
3 Months
+0.09%
6 Months
+9.53%
YTD
+10.96%
1 Year
+17.95%
3 Years (annualized)
+23.66%
5 Years (annualized)
+11.97%
10 Years (annualized)
+10.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would URITX 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 International Funds Index(^LINNFI)
This Mutual Fund (YTD)
+10.96%
Peer Avg (YTD)
+9.29%
vs Peers
+1.66%

URITX Mutual Fund Performance

URITX performance across multiple time periods: 1-month -3.14%, YTD 10.96%, 1-year 17.95%, 3-year 23.66%, 5-year 11.97%, 10-year 10.12%.

URITX returns outperform the peer average of 9.29% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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