UEIPX Mutual Fund

UEIPX Mutual Fund

NAV$14.45
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Returns Overview

1 Month
+5.75%
3 Months
+6.68%
6 Months
-1.76%
YTD
+8.27%
1 Year
+10.75%
3 Years (annualized)
+14.47%
5 Years (annualized)
+4.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UEIPX 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
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📉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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+8.27%
Peer Avg (YTD)
+7.46%
vs Peers
+0.81%

UEIPX Mutual Fund Performance

UEIPX performance across multiple time periods: 1-month 5.75%, YTD 8.27%, 1-year 10.75%, 3-year 14.47%, 5-year 4.60%.

UEIPX returns outperform the peer average of 7.46% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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