UAPSX Mutual Fund

UAPSX Mutual Fund

NAV$72.56
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Returns Overview

1 Month
+1.21%
3 Months
+0.63%
6 Months
+21.02%
YTD
+34.31%
1 Year
+43.83%
3 Years (annualized)
+21.82%
5 Years (annualized)
+1.17%
10 Years (annualized)
+8.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UAPSX 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)
+34.31%
Peer Avg (YTD)
+4.75%
vs Peers
+29.56%

UAPSX Mutual Fund Performance

UAPSX performance across multiple time periods: 1-month 1.21%, YTD 34.31%, 1-year 43.83%, 3-year 21.82%, 5-year 1.17%, 10-year 8.91%.

UAPSX returns outperform the peer average of 4.75% YTD. With an expense ratio of 2.67%, investors should weigh costs against performance when evaluating this mutual fund.

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