UCPIX Mutual Fund

UCPIX Mutual Fund

NAV$25.53
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Returns Overview

1 Month
+11.93%
3 Months
+17.45%
6 Months
-20.78%
YTD
-21.35%
1 Year
-26.57%
3 Years (annualized)
-29.12%
5 Years (annualized)
-17.80%
10 Years (annualized)
-27.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UCPIX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
-21.35%
Peer Avg (YTD)
+7.57%
vs Peers
-28.92%

UCPIX Mutual Fund Performance

UCPIX performance across multiple time periods: 1-month 11.93%, YTD -21.35%, 1-year -26.57%, 3-year -29.12%, 5-year -17.80%, 10-year -27.39%.

UCPIX returns trail the peer average of 7.57% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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