UEPIX Mutual Fund

UEPIX Mutual Fund

NAV$22.74
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Returns Overview

1 Month
+1.25%
3 Months
-1.01%
6 Months
+8.41%
YTD
+20.93%
1 Year
+32.58%
3 Years (annualized)
+20.56%
5 Years (annualized)
+12.17%
10 Years (annualized)
+8.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UEPIX 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
S&P Global 1200 Index(^SPG1200)
This Mutual Fund (YTD)
+20.93%
Peer Avg (YTD)
+8.62%
vs Peers
+12.31%

UEPIX Mutual Fund Performance

UEPIX performance across multiple time periods: 1-month 1.25%, YTD 20.93%, 1-year 32.58%, 3-year 20.56%, 5-year 12.17%, 10-year 8.82%.

UEPIX returns outperform the peer average of 8.62% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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