UIPSX Mutual Fund

UIPSX Mutual Fund

NAV$17.63
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Returns Overview

1 Month
+9.54%
3 Months
+13.78%
6 Months
-13.63%
YTD
-15.59%
1 Year
-19.03%
3 Years (annualized)
-21.52%
5 Years (annualized)
-16.72%
10 Years (annualized)
-25.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UIPSX 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
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📉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
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
-15.59%
Peer Avg (YTD)
+7.57%
vs Peers
-23.16%

UIPSX Mutual Fund Performance

UIPSX performance across multiple time periods: 1-month 9.54%, YTD -15.59%, 1-year -19.03%, 3-year -21.52%, 5-year -16.72%, 10-year -25.52%.

UIPSX returns trail the peer average of 7.57% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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