URTRX Mutual Fund

NAV$14.54

Returns Overview

1 Month
+0.63%
3 Months
+7.91%
6 Months
+8.31%
YTD
+7.91%
1 Year
+19.44%
3 Years (annualized)
+14.31%
5 Years (annualized)
+7.53%
10 Years (annualized)
+8.54%

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
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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Target Date 2030 Index(^SPTGT30:SP)
This Mutual Fund (YTD)
+7.91%
Peer Avg (YTD)
+7.64%
vs Peers
+0.27%

URTRX Mutual Fund Performance

URTRX performance across multiple time periods: 1-month 0.63%, YTD 7.91%, 1-year 19.44%, 3-year 14.31%, 5-year 7.53%, 10-year 8.54%.

URTRX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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