UCPIX Mutual Fund

NAV$21.37

Returns Overview

1 Month
-7.37%
3 Months
-32.55%
6 Months
-34.42%
YTD
-33.03%
1 Year
-50.30%
3 Years (annualized)
-30.35%
5 Years (annualized)
-18.51%
10 Years (annualized)
-28.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UCPIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
-33.03%
Peer Avg (YTD)
+12.13%
vs Peers
-45.16%

UCPIX Mutual Fund Performance

UCPIX performance across multiple time periods: 1-month -7.37%, YTD -33.03%, 1-year -50.30%, 3-year -30.35%, 5-year -18.51%, 10-year -28.89%.

UCPIX returns trail the peer average of 12.13% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

UCPIX performance comparison shows side-by-side returns with another fund. UCPIX alternatives are available in the Mutual Fund Screener.