URPIX Mutual Fund

URPIX Mutual Fund

NAV$5.47
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Returns Overview

1 Month
+1.25%
3 Months
-2.86%
6 Months
-28.34%
YTD
-20.53%
1 Year
-21.24%
3 Years (annualized)
-28.38%
5 Years (annualized)
-20.88%
10 Years (annualized)
-28.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would URPIX 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
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📉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 500 Index(SPX)
This Mutual Fund (YTD)
-20.53%
Peer Avg (YTD)
+7.58%
vs Peers
-28.11%

URPIX Mutual Fund Performance

URPIX performance across multiple time periods: 1-month 1.25%, YTD -20.53%, 1-year -21.24%, 3-year -28.38%, 5-year -20.88%, 10-year -28.17%.

URPIX returns trail the peer average of 7.58% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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