URIBX Mutual Fund

NAV$9.06

Returns Overview

1 Month
-1.31%
3 Months
-1.41%
6 Months
-2.48%
YTD
-2.58%
1 Year
+3.88%
3 Years (annualized)
+4.87%
5 Years (annualized)
+0.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would URIBX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.58%
Peer Avg (YTD)
+3.23%
vs Peers
-5.81%

URIBX Mutual Fund Performance

URIBX performance across multiple time periods: 1-month -1.31%, YTD -2.58%, 1-year 3.88%, 3-year 4.87%, 5-year 0.89%.

URIBX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

URIBX performance comparison shows side-by-side returns with another fund. URIBX alternatives are available in the Mutual Fund Screener.