UEPSX Mutual Fund

NAV$25.50

Returns Overview

1 Month
-1.71%
3 Months
+11.09%
6 Months
+19.67%
YTD
+17.77%
1 Year
+34.29%
3 Years (annualized)
+19.72%
5 Years (annualized)
+11.65%
10 Years (annualized)
+8.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UEPSX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Global 1200 Index(^SPG1200)
This Mutual Fund (YTD)
+17.77%
Peer Avg (YTD)
+6.25%
vs Peers
+11.52%

UEPSX Mutual Fund Performance

UEPSX performance across multiple time periods: 1-month -1.71%, YTD 17.77%, 1-year 34.29%, 3-year 19.72%, 5-year 11.65%, 10-year 8.92%.

UEPSX returns outperform the peer average of 6.25% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

UEPSX performance comparison shows side-by-side returns with another fund. UEPSX alternatives are available in the Mutual Fund Screener.