UCEQX Mutual Fund

NAV$24.12

Returns Overview

1 Month
+0.04%
3 Months
+14.52%
6 Months
+13.63%
YTD
+12.86%
1 Year
+29.87%
3 Years (annualized)
+21.04%
5 Years (annualized)
+11.46%
10 Years (annualized)
+11.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UCEQX 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
MSCI USA Investable Market Index (IMI) Gross
This Mutual Fund (YTD)
+12.86%
Peer Avg (YTD)
+9.13%
vs Peers
+3.72%

UCEQX Mutual Fund Performance

UCEQX performance across multiple time periods: 1-month 0.04%, YTD 12.86%, 1-year 29.87%, 3-year 21.04%, 5-year 11.46%, 10-year 11.93%.

UCEQX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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