URTRX Mutual Fund

URTRX Mutual Fund

NAV$14.37
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Returns Overview

1 Month
-2.40%
3 Months
-0.49%
6 Months
+7.38%
YTD
+7.38%
1 Year
+10.20%
3 Years (annualized)
+13.66%
5 Years (annualized)
+5.99%
10 Years (annualized)
+7.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would URTRX 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 Target Date 2030 Index(^SPTGT30:SP)
This Mutual Fund (YTD)
+7.38%
Peer Avg (YTD)
+7.09%
vs Peers
+0.29%

URTRX Mutual Fund Performance

URTRX performance across multiple time periods: 1-month -2.40%, YTD 7.38%, 1-year 10.20%, 3-year 13.66%, 5-year 5.99%, 10-year 7.55%.

URTRX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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