• INCEPTION (01/10/2013)

  • 5 YRS
  • AVG. ANNUAL RETURN

  • 7.92%
  • S&P RETURN

  • 12.56%
(URB) Urban

URB Growth of $10,000

URB Model*
S&P 500 (TR)
*Model Data Transitioned to FOLIOfn on 09/14/2018

URB Month By Month (As Of: 11/08/2018)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec URB YTD S&P (TR) YTD
20186.30%-7.16%-6.72%0.35%-1.73%1.13%2.53%4.64%-0.11%-4.33%0.88%--5.04% 0.98%
20171.64%-0.65%-3.42%0.29%-5.15%1.73%0.78%-3.28%5.81%-4.86%5.27%1.21%-1.34% 21.83%
2016-7.38%1.65%4.49%2.97%1.01%-0.59%6.45%2.00%0.74%-2.67%5.42%-1.13%12.87% 11.96%
2015-1.02%5.82%0.69%-1.46%3.31%-2.96%1.04%-6.93%-4.73%4.30%3.63%-0.56%0.32% 1.38%
2014-1.90%10.67%-1.31%1.72%3.12%1.95%-3.95%2.55%-1.57%5.90%2.98%3.04%24.83% 13.69%
20131.82%2.61%6.74%-1.57%4.98%-11.70%8.80%-2.79%1.61%4.86%0.35%2.50%17.95% 28.19%
Returns greater than 5%
Returns less than -5%

URB Composite Month By Month (As Of: 10/31/2018)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec URB YTD S&P (TR) YTD
20186.39%-6.92%-6.52%0.52%-1.49%1.40%2.85%4.85%1.30%-4.39%---2.92% 0.98%
2017---3.24%0.47%-5.00%2.21%0.88%-3.12%5.93%-4.63%5.43%1.35%-0.41% 14.86% **
Returns greater than 5%
Returns less than -5%

**The S&P return represents the same partial year performance period as the composite.