UNPIX Mutual Fund

UNPIX Mutual Fund

NAV$32.48
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Returns Overview

1 Month
+0.80%
3 Months
+14.63%
6 Months
+14.55%
YTD
+12.16%
1 Year
+30.64%
3 Years (annualized)
+21.60%
5 Years (annualized)
+7.51%
10 Years (annualized)
+9.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UNPIX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+12.16%
Peer Avg (YTD)
+12.13%
vs Peers
+0.03%

UNPIX Mutual Fund Performance

UNPIX performance across multiple time periods: 1-month 0.80%, YTD 12.16%, 1-year 30.64%, 3-year 21.60%, 5-year 7.51%, 10-year 9.70%.

UNPIX returns outperform the peer average of 12.13% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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