UWPIX Mutual Fund

UWPIX Mutual Fund

NAV$7.20
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Returns Overview

1 Month
-0.40%
3 Months
-10.23%
6 Months
-13.15%
YTD
-15.80%
1 Year
-27.84%
3 Years (annualized)
-21.00%
5 Years (annualized)
-16.25%
10 Years (annualized)
-25.23%

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)
-15.80%
Peer Avg (YTD)
-0.65%
vs Peers
-15.15%

UWPIX Mutual Fund Performance

UWPIX performance across multiple time periods: 1-month -0.40%, YTD -15.80%, 1-year -27.84%, 3-year -21.00%, 5-year -16.25%, 10-year -25.23%.

UWPIX returns trail the peer average of -0.65% 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.