UWPSX Mutual Fund

UWPSX Mutual Fund

NAV$6.53
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Returns Overview

1 Month
-2.90%
3 Months
+3.56%
6 Months
-7.34%
YTD
-12.20%
1 Year
-15.00%
3 Years (annualized)
-25.07%
5 Years (annualized)
-15.23%
10 Years (annualized)
-25.86%

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
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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)
-12.20%
Peer Avg (YTD)
+1.16%
vs Peers
-13.36%

UWPSX Mutual Fund Performance

UWPSX performance across multiple time periods: 1-month -2.90%, YTD -12.20%, 1-year -15.00%, 3-year -25.07%, 5-year -15.23%, 10-year -25.86%.

UWPSX returns trail the peer average of 1.16% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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