UEPIX Mutual Fund

NAV$22.93

Returns Overview

1 Month
-1.21%
3 Months
+4.61%
6 Months
+9.82%
YTD
+16.34%
1 Year
+35.47%
3 Years (annualized)
+20.88%
5 Years (annualized)
+12.75%
10 Years (annualized)
+10.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UEPIX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P Global 1200 Index(^SPG1200)
This Mutual Fund (YTD)
+16.34%
Peer Avg (YTD)
+6.25%
vs Peers
+10.08%

UEPIX Mutual Fund Performance

UEPIX performance across multiple time periods: 1-month -1.21%, YTD 16.34%, 1-year 35.47%, 3-year 20.88%, 5-year 12.75%, 10-year 10.03%.

UEPIX returns outperform the peer average of 6.25% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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