UNWPX Mutual Fund

NAV$1.84

Returns Overview

1 Month
+0.55%
3 Months
-17.12%
6 Months
-53.42%
YTD
-44.24%
1 Year
+62.72%
3 Years (annualized)
+28.40%
5 Years (annualized)
+2.22%
10 Years (annualized)
+2.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UNWPX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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 500 Index(SPX)
This Mutual Fund (YTD)
-44.24%
Peer Avg (YTD)
-2.18%
vs Peers
-42.06%

UNWPX Mutual Fund Performance

UNWPX performance across multiple time periods: 1-month 0.55%, YTD -44.24%, 1-year 62.72%, 3-year 28.40%, 5-year 2.22%, 10-year 2.36%.

UNWPX returns trail the peer average of -2.18% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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