UNPSX Mutual Fund

UNPSX Mutual Fund

NAV$24.66
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Returns Overview

1 Month
+2.60%
3 Months
+5.50%
6 Months
+0.92%
YTD
+19.35%
1 Year
+32.04%
3 Years (annualized)
+24.11%
5 Years (annualized)
+6.78%
10 Years (annualized)
+8.31%

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)
+19.35%
Peer Avg (YTD)
+6.77%
vs Peers
+12.58%

UNPSX Mutual Fund Performance

UNPSX performance across multiple time periods: 1-month 2.60%, YTD 19.35%, 1-year 32.04%, 3-year 24.11%, 5-year 6.78%, 10-year 8.31%.

UNPSX returns outperform the peer average of 6.77% 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.