UNPSX Mutual Fund

UNPSX Mutual Fund

NAV$26.92
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Returns Overview

1 Month
+2.14%
3 Months
+7.01%
6 Months
+6.61%
YTD
+16.33%
1 Year
+39.33%
3 Years (annualized)
+19.38%
5 Years (annualized)
+6.70%
10 Years (annualized)
+8.07%

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
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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)
+16.33%
Peer Avg (YTD)
-0.65%
vs Peers
+16.98%

UNPSX Mutual Fund Performance

UNPSX performance across multiple time periods: 1-month 2.14%, YTD 16.33%, 1-year 39.33%, 3-year 19.38%, 5-year 6.70%, 10-year 8.07%.

UNPSX returns outperform 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.

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