UNPIX Mutual Fund

UNPIX Mutual Fund

NAV$29.11
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Returns Overview

1 Month
-6.79%
3 Months
-2.19%
6 Months
+12.12%
YTD
+9.71%
1 Year
+19.92%
3 Years (annualized)
+25.41%
5 Years (annualized)
+7.85%
10 Years (annualized)
+9.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UNPIX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+9.71%
Peer Avg (YTD)
+7.57%
vs Peers
+2.13%

UNPIX Mutual Fund Performance

UNPIX performance across multiple time periods: 1-month -6.79%, YTD 9.71%, 1-year 19.92%, 3-year 25.41%, 5-year 7.85%, 10-year 9.38%.

UNPIX returns outperform 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.

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