UCPSX Mutual Fund

UCPSX Mutual Fund

NAV$22.98
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Returns Overview

1 Month
-1.80%
3 Months
-3.05%
6 Months
-22.55%
YTD
-31.03%
1 Year
-37.68%
3 Years (annualized)
+51.94%
5 Years (annualized)
+29.33%
10 Years (annualized)
-9.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UCPSX 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)
-31.03%
Peer Avg (YTD)
+6.77%
vs Peers
-37.80%

UCPSX Mutual Fund Performance

UCPSX performance across multiple time periods: 1-month -1.80%, YTD -31.03%, 1-year -37.68%, 3-year 51.94%, 5-year 29.33%, 10-year -9.37%.

UCPSX returns trail the peer average of 6.77% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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