UANQX Mutual Fund

UANQX Mutual Fund

NAV$73.54
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Returns Overview

1 Month
+3.25%
3 Months
+0.37%
6 Months
+28.04%
YTD
+20.56%
1 Year
+23.13%
3 Years (annualized)
+23.93%
5 Years (annualized)
+13.67%
10 Years (annualized)
+19.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UANQX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+20.56%
Peer Avg (YTD)
+8.68%
vs Peers
+11.88%

UANQX Mutual Fund Performance

UANQX performance across multiple time periods: 1-month 3.25%, YTD 20.56%, 1-year 23.13%, 3-year 23.93%, 5-year 13.67%, 10-year 19.82%.

UANQX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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