UEPSX Mutual Fund

UEPSX Mutual Fund

NAV$24.72
See how much of UEPSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.40%
3 Months
-1.54%
6 Months
+9.37%
YTD
+15.95%
1 Year
+25.68%
3 Years (annualized)
+19.58%
5 Years (annualized)
+11.16%
10 Years (annualized)
+8.18%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Global 1200 Index(^SPG1200)
This Mutual Fund (YTD)
+15.95%
Peer Avg (YTD)
+6.07%
vs Peers
+9.88%

UEPSX Mutual Fund Performance

UEPSX performance across multiple time periods: 1-month -2.40%, YTD 15.95%, 1-year 25.68%, 3-year 19.58%, 5-year 11.16%, 10-year 8.18%.

UEPSX returns outperform the peer average of 6.07% 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.