UCNQX Mutual Fund

UCNQX Mutual Fund

NAV$67.46
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Returns Overview

1 Month
-6.74%
3 Months
+2.78%
6 Months
+10.20%
YTD
+11.61%
1 Year
+20.83%
3 Years (annualized)
+20.70%
5 Years (annualized)
+12.82%
10 Years (annualized)
+18.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UCNQX 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)
+11.61%
Peer Avg (YTD)
+6.23%
vs Peers
+5.38%

UCNQX Mutual Fund Performance

UCNQX performance across multiple time periods: 1-month -6.74%, YTD 11.61%, 1-year 20.83%, 3-year 20.70%, 5-year 12.82%, 10-year 18.92%.

UCNQX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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