Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| URITX (INTERNATIONAL FUND R6 SHARES) | 11.63% | 25.86% | 19.55% | 9.51% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/20/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| URITX (INTERNATIONAL FUND R6 SHARES) | 08/20/2018 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.06 | 25.86 | 19.55 | 9.51 | NA | NA | NA | … | … | 11.63 | 33.36 | 4.96 | 17.69 | -15.42 | 16.61 | 3.44 | 23.06 | -11.35 |
| Sharpe Ratio | NA | 1.67 | 1.15 | 0.46 | NA | NA | NA | … | … | 1.52 | 1.99 | 0.11 | 1.11 | -0.79 | 1.30 | 0.10 | 2.15 | -2.04 |
| Standard Deviation(%) | NA | 15.00 | 14.60 | 15.88 | NA | NA | NA | … | … | 19.23 | 15.38 | 12.70 | 12.75 | 21.45 | 12.77 | 30.42 | 10.05 | 14.72 |
| Draw Down(%) | NA | 11.73 | 13.62 | 30.05 | NA | NA | NA | … | … | 11.73 | 13.62 | 9.41 | 10.07 | 29.45 | 6.66 | 36.53 | 9.07 | 16.22 |
| Yield(%) | 0.00 | 12.24 | 7.87 | 6.07 | 5.75 | 3.83 | 2.87 | … | … | 0.00 | 14.53 | 5.64 | 2.35 | 2.85 | 9.78 | 2.13 | 24.91 | 7.22 |
Data as of 06/04/2026, Common starting date is 08/20/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| URITX (INTERNATIONAL FUND R6 SHARES) |
-1.79%
Sep 2019 – Sep 2022 |
3.08%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| URITX (INTERNATIONAL FUND R6 SHARES) |
22.57%
Sep 2022 – Sep 2025 |
13.25%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart