UNWPX Mutual Fund

UNWPX Mutual Fund

NAV$2.02
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Returns Overview

1 Month
+24.44%
3 Months
+0.45%
6 Months
-5.91%
YTD
+17.47%
1 Year
+68.28%
3 Years (annualized)
+40.08%
5 Years (annualized)
+9.51%
10 Years (annualized)
+3.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UNWPX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+17.47%
Peer Avg (YTD)
+16.13%
vs Peers
+1.34%

UNWPX Mutual Fund Performance

UNWPX performance across multiple time periods: 1-month 24.44%, YTD 17.47%, 1-year 68.28%, 3-year 40.08%, 5-year 9.51%, 10-year 3.69%.

UNWPX returns outperform the peer average of 16.13% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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