UEPIX Mutual Fund

UEPIX Mutual Fund

NAV$23.73
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Returns Overview

1 Month
-0.64%
3 Months
+3.12%
6 Months
+11.45%
YTD
+19.43%
1 Year
+38.39%
3 Years (annualized)
+19.83%
5 Years (annualized)
+12.35%
10 Years (annualized)
+9.64%

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)
+19.43%
Peer Avg (YTD)
+7.33%
vs Peers
+12.10%

UEPIX Mutual Fund Performance

UEPIX performance across multiple time periods: 1-month -0.64%, YTD 19.43%, 1-year 38.39%, 3-year 19.83%, 5-year 12.35%, 10-year 9.64%.

UEPIX returns outperform the peer average of 7.33% 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.