UIPSX Mutual Fund

UIPSX Mutual Fund

NAV$16.44
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Returns Overview

1 Month
+4.30%
3 Months
-7.62%
6 Months
-18.75%
YTD
-24.67%
1 Year
-30.18%
3 Years (annualized)
-19.69%
5 Years (annualized)
-17.40%
10 Years (annualized)
-25.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UIPSX 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 Midcap 400 Index(MID)
This Mutual Fund (YTD)
-24.67%
Peer Avg (YTD)
-0.65%
vs Peers
-24.02%

UIPSX Mutual Fund Performance

UIPSX performance across multiple time periods: 1-month 4.30%, YTD -24.67%, 1-year -30.18%, 3-year -19.69%, 5-year -17.40%, 10-year -25.58%.

UIPSX returns trail the peer average of -0.65% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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