UANQX Mutual Fund

UANQX Mutual Fund

NAV$64.23
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Returns Overview

1 Month
-6.71%
3 Months
+0.34%
6 Months
+3.33%
YTD
+12.47%
1 Year
+9.65%
3 Years (annualized)
+25.42%
5 Years (annualized)
+12.43%
10 Years (annualized)
+19.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UANQX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+12.47%
Peer Avg (YTD)
+5.23%
vs Peers
+7.24%

UANQX Mutual Fund Performance

UANQX performance across multiple time periods: 1-month -6.71%, YTD 12.47%, 1-year 9.65%, 3-year 25.42%, 5-year 12.43%, 10-year 19.82%.

UANQX returns outperform the peer average of 5.23% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

UANQX vs another fund shows side-by-side returns. UANQX alternatives are available in the Mutual Fund Screener.