UEPSX Mutual Fund

UEPSX Mutual Fund

NAV$24.48
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Returns Overview

1 Month
-0.40%
3 Months
-1.24%
6 Months
+1.60%
YTD
+15.49%
1 Year
+20.49%
3 Years (annualized)
+19.72%
5 Years (annualized)
+10.09%
10 Years (annualized)
+8.10%

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
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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)
+15.49%
Peer Avg (YTD)
+6.63%
vs Peers
+8.85%

UEPSX Mutual Fund Performance

UEPSX performance across multiple time periods: 1-month -0.40%, YTD 15.49%, 1-year 20.49%, 3-year 19.72%, 5-year 10.09%, 10-year 8.10%.

UEPSX returns outperform the peer average of 6.63% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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