UCEQX Mutual Fund

UCEQX Mutual Fund

NAV$24.32
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Returns Overview

1 Month
+0.69%
3 Months
+5.71%
6 Months
+10.84%
YTD
+13.63%
1 Year
+26.22%
3 Years (annualized)
+19.92%
5 Years (annualized)
+11.51%
10 Years (annualized)
+11.51%

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)
+13.63%
Peer Avg (YTD)
+9.42%
vs Peers
+4.21%

UCEQX Mutual Fund Performance

UCEQX performance across multiple time periods: 1-month 0.69%, YTD 13.63%, 1-year 26.22%, 3-year 19.92%, 5-year 11.51%, 10-year 11.51%.

UCEQX returns outperform the peer average of 9.42% 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.