URNQX Mutual Fund

URNQX Mutual Fund

NAV$74.21
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Returns Overview

1 Month
+3.28%
3 Months
+0.48%
6 Months
+28.31%
YTD
+20.94%
1 Year
+23.63%
3 Years (annualized)
+24.44%
5 Years (annualized)
+14.13%
10 Years (annualized)
+20.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would URNQX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+20.94%
Peer Avg (YTD)
+8.68%
vs Peers
+12.26%

URNQX Mutual Fund Performance

URNQX performance across multiple time periods: 1-month 3.28%, YTD 20.94%, 1-year 23.63%, 3-year 24.44%, 5-year 14.13%, 10-year 20.26%.

URNQX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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