UCNQX Mutual Fund

UCNQX Mutual Fund

NAV$70.68
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Returns Overview

1 Month
+3.19%
3 Months
+0.19%
6 Months
+27.54%
YTD
+19.89%
1 Year
+22.20%
3 Years (annualized)
+23.00%
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)
+19.89%
Peer Avg (YTD)
+8.68%
vs Peers
+11.21%

UCNQX Mutual Fund Performance

UCNQX performance across multiple time periods: 1-month 3.19%, YTD 19.89%, 1-year 22.20%, 3-year 23.00%, 5-year 12.82%, 10-year 18.92%.

UCNQX returns outperform the peer average of 8.68% 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.