UNPSX Mutual Fund

UNPSX Mutual Fund

NAV$24.31
See how much of UNPSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-6.88%
3 Months
-2.42%
6 Months
+11.59%
YTD
+8.83%
1 Year
+18.70%
3 Years (annualized)
+24.11%
5 Years (annualized)
+6.78%
10 Years (annualized)
+8.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UNPSX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+8.83%
Peer Avg (YTD)
+7.57%
vs Peers
+1.26%

UNPSX Mutual Fund Performance

UNPSX performance across multiple time periods: 1-month -6.88%, YTD 8.83%, 1-year 18.70%, 3-year 24.11%, 5-year 6.78%, 10-year 8.31%.

UNPSX returns outperform 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.

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