UIPSX Mutual Fund

NAV$16.04

Returns Overview

1 Month
-6.91%
3 Months
-24.09%
6 Months
-27.78%
YTD
-25.81%
1 Year
-34.90%
3 Years (annualized)
-22.77%
5 Years (annualized)
-18.39%
10 Years (annualized)
-26.56%

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
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 Midcap 400 Index(MID)
This Mutual Fund (YTD)
-25.81%
Peer Avg (YTD)
+12.13%
vs Peers
-37.94%

UIPSX Mutual Fund Performance

UIPSX performance across multiple time periods: 1-month -6.91%, YTD -25.81%, 1-year -34.90%, 3-year -22.77%, 5-year -18.39%, 10-year -26.56%.

UIPSX returns trail the peer average of 12.13% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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