UCPSX Mutual Fund

UCPSX Mutual Fund

NAV$24.07
See how much of UCPSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+11.79%
3 Months
+17.13%
6 Months
-21.19%
YTD
-21.30%
1 Year
-26.18%
3 Years (annualized)
+51.94%
5 Years (annualized)
+29.33%
10 Years (annualized)
-9.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UCPSX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
-21.30%
Peer Avg (YTD)
+7.58%
vs Peers
-28.87%

UCPSX Mutual Fund Performance

UCPSX performance across multiple time periods: 1-month 11.79%, YTD -21.30%, 1-year -26.18%, 3-year 51.94%, 5-year 29.33%, 10-year -9.37%.

UCPSX returns trail the peer average of 7.58% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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