UAPIX Mutual Fund

UAPIX Mutual Fund

NAV$91.08
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Returns Overview

1 Month
+0.38%
3 Months
-9.29%
6 Months
-2.29%
YTD
+18.59%
1 Year
+19.95%
3 Years (annualized)
+30.24%
5 Years (annualized)
-0.38%
10 Years (annualized)
+9.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UAPIX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+18.59%
Peer Avg (YTD)
+3.99%
vs Peers
+14.60%

UAPIX Mutual Fund Performance

UAPIX performance across multiple time periods: 1-month 0.38%, YTD 18.59%, 1-year 19.95%, 3-year 30.24%, 5-year -0.38%, 10-year 9.72%.

UAPIX returns outperform the peer average of 3.99% YTD. With an expense ratio of 1.67%, investors should weigh costs against performance when evaluating this mutual fund.

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