UWPIX Mutual Fund

UWPIX Mutual Fund

NAV$7.87
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Returns Overview

1 Month
-2.28%
3 Months
-7.49%
6 Months
-14.74%
YTD
-17.72%
1 Year
-25.04%
3 Years (annualized)
-22.95%
5 Years (annualized)
-16.09%
10 Years (annualized)
-25.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UWPIX 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
Dow Jones Industrial Average Index(INDU)
This Mutual Fund (YTD)
-17.72%
Peer Avg (YTD)
+6.77%
vs Peers
-24.49%

UWPIX Mutual Fund Performance

UWPIX performance across multiple time periods: 1-month -2.28%, YTD -17.72%, 1-year -25.04%, 3-year -22.95%, 5-year -16.09%, 10-year -25.38%.

UWPIX returns trail the peer average of 6.77% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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