UWPIX Mutual Fund

NAV$7.08

Returns Overview

1 Month
-4.95%
3 Months
-21.41%
6 Months
-15.46%
YTD
-14.40%
1 Year
-27.21%
3 Years (annualized)
-22.41%
5 Years (annualized)
-16.72%
10 Years (annualized)
-25.66%

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
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
Dow Jones Industrial Average Index(INDU)
This Mutual Fund (YTD)
-14.40%
Peer Avg (YTD)
+12.13%
vs Peers
-26.53%

UWPIX Mutual Fund Performance

UWPIX performance across multiple time periods: 1-month -4.95%, YTD -14.40%, 1-year -27.21%, 3-year -22.41%, 5-year -16.72%, 10-year -25.66%.

UWPIX returns trail the peer average of 12.13% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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