UWPSX Mutual Fund

NAV$6.09

Returns Overview

1 Month
-5.12%
3 Months
-21.62%
6 Months
-15.93%
YTD
-14.83%
1 Year
-28.08%
3 Years (annualized)
-23.24%
5 Years (annualized)
-17.55%
10 Years (annualized)
-47.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UWPSX 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)
-14.83%
Peer Avg (YTD)
+12.13%
vs Peers
-26.96%

UWPSX Mutual Fund Performance

UWPSX performance across multiple time periods: 1-month -5.12%, YTD -14.83%, 1-year -28.08%, 3-year -23.24%, 5-year -17.55%, 10-year -47.98%.

UWPSX returns trail the peer average of 12.13% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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