UNPSX Mutual Fund

NAV$26.62

Returns Overview

1 Month
+0.68%
3 Months
+14.36%
6 Months
+13.89%
YTD
+11.53%
1 Year
+29.29%
3 Years (annualized)
+20.34%
5 Years (annualized)
+6.45%
10 Years (annualized)
+8.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UNPSX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+11.53%
Peer Avg (YTD)
+12.13%
vs Peers
-0.60%

UNPSX Mutual Fund Performance

UNPSX performance across multiple time periods: 1-month 0.68%, YTD 11.53%, 1-year 29.29%, 3-year 20.34%, 5-year 6.45%, 10-year 8.63%.

UNPSX 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.

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