UCPIX Mutual Fund

UCPIX Mutual Fund

NAV$22.30
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Returns Overview

1 Month
+6.75%
3 Months
-9.36%
6 Months
-22.37%
YTD
-30.00%
1 Year
-45.24%
3 Years (annualized)
-26.05%
5 Years (annualized)
-18.40%
10 Years (annualized)
-27.53%

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
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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 2000 Index(^RUT)
This Mutual Fund (YTD)
-30.00%
Peer Avg (YTD)
-0.65%
vs Peers
-29.35%

UCPIX Mutual Fund Performance

UCPIX performance across multiple time periods: 1-month 6.75%, YTD -30.00%, 1-year -45.24%, 3-year -26.05%, 5-year -18.40%, 10-year -27.53%.

UCPIX returns trail the peer average of -0.65% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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