UAPIX Mutual Fund

NAV$104.88

Returns Overview

1 Month
+6.70%
3 Months
+44.10%
6 Months
+42.96%
YTD
+40.03%
1 Year
+79.33%
3 Years (annualized)
+25.28%
5 Years (annualized)
+2.50%
10 Years (annualized)
+12.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UAPIX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+40.03%
Peer Avg (YTD)
+3.47%
vs Peers
+36.56%

UAPIX Mutual Fund Performance

UAPIX performance across multiple time periods: 1-month 6.70%, YTD 40.03%, 1-year 79.33%, 3-year 25.28%, 5-year 2.50%, 10-year 12.23%.

UAPIX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.67%, investors should weigh costs against performance when evaluating this mutual fund.

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