UEPSX Mutual Fund

UEPSX Mutual Fund

NAV$25.37
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Returns Overview

1 Month
-0.71%
3 Months
+2.87%
6 Months
+10.93%
YTD
+18.82%
1 Year
+37.08%
3 Years (annualized)
+18.67%
5 Years (annualized)
+11.24%
10 Years (annualized)
+8.54%

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)
+18.82%
Peer Avg (YTD)
+7.33%
vs Peers
+11.49%

UEPSX Mutual Fund Performance

UEPSX performance across multiple time periods: 1-month -0.71%, YTD 18.82%, 1-year 37.08%, 3-year 18.67%, 5-year 11.24%, 10-year 8.54%.

UEPSX returns outperform the peer average of 7.33% 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.