UCPSX Mutual Fund

UCPSX Mutual Fund

NAV$21.01
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Returns Overview

1 Month
+6.69%
3 Months
-9.52%
6 Months
-22.35%
YTD
-29.77%
1 Year
-44.92%
3 Years (annualized)
-26.40%
5 Years (annualized)
-19.02%
10 Years (annualized)
-28.18%

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)
-29.77%
Peer Avg (YTD)
-0.65%
vs Peers
-29.12%

UCPSX Mutual Fund Performance

UCPSX performance across multiple time periods: 1-month 6.69%, YTD -29.77%, 1-year -44.92%, 3-year -26.40%, 5-year -19.02%, 10-year -28.18%.

UCPSX returns trail the peer average of -0.65% 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.