UCPIX Mutual Fund

UCPIX Mutual Fund

NAV$24.64
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Returns Overview

1 Month
-0.99%
3 Months
+8.94%
6 Months
-1.26%
YTD
-22.13%
1 Year
-24.44%
3 Years (annualized)
-32.95%
5 Years (annualized)
-15.38%
10 Years (annualized)
-27.06%

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)
-22.13%
Peer Avg (YTD)
+1.16%
vs Peers
-23.28%

UCPIX Mutual Fund Performance

UCPIX performance across multiple time periods: 1-month -0.99%, YTD -22.13%, 1-year -24.44%, 3-year -32.95%, 5-year -15.38%, 10-year -27.06%.

UCPIX returns trail the peer average of 1.16% 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.