URSIX Mutual Fund

URSIX Mutual Fund

NAV$18.13
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Returns Overview

1 Month
-2.61%
3 Months
+0.50%
6 Months
+13.92%
YTD
+13.20%
1 Year
+17.21%
3 Years (annualized)
+19.06%
5 Years (annualized)
+9.00%
10 Years (annualized)
+9.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would URSIX 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 2060+ Index
This Mutual Fund (YTD)
+13.20%
Peer Avg (YTD)
+7.09%
vs Peers
+6.12%

URSIX Mutual Fund Performance

URSIX performance across multiple time periods: 1-month -2.61%, YTD 13.20%, 1-year 17.21%, 3-year 19.06%, 5-year 9.00%, 10-year 9.99%.

URSIX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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