UCEQX Mutual Fund

UCEQX Mutual Fund

NAV$23.97
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Returns Overview

1 Month
+3.53%
3 Months
+4.28%
6 Months
+12.32%
YTD
+17.64%
1 Year
+26.22%
3 Years (annualized)
+21.80%
5 Years (annualized)
+10.73%
10 Years (annualized)
+11.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UCEQX 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
MSCI USA Investable Market Index (IMI) Gross
This Mutual Fund (YTD)
+17.64%
Peer Avg (YTD)
+10.17%
vs Peers
+7.47%

UCEQX Mutual Fund Performance

UCEQX performance across multiple time periods: 1-month 3.53%, YTD 17.64%, 1-year 26.22%, 3-year 21.80%, 5-year 10.73%, 10-year 11.33%.

UCEQX returns outperform the peer average of 10.17% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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