UAPSX Mutual Fund

NAV$78.43

Returns Overview

1 Month
+6.62%
3 Months
+43.76%
6 Months
+42.30%
YTD
+39.40%
1 Year
+77.65%
3 Years (annualized)
+24.07%
5 Years (annualized)
+1.50%
10 Years (annualized)
+11.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UAPSX 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)
+39.40%
Peer Avg (YTD)
+3.47%
vs Peers
+35.93%

UAPSX Mutual Fund Performance

UAPSX performance across multiple time periods: 1-month 6.62%, YTD 39.40%, 1-year 77.65%, 3-year 24.07%, 5-year 1.50%, 10-year 11.12%.

UAPSX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.67%, investors should weigh costs against performance when evaluating this mutual fund.

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