UWPSX Mutual Fund

UWPSX Mutual Fund

NAV$6.70
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Returns Overview

1 Month
+9.37%
3 Months
+6.16%
6 Months
-16.79%
YTD
-9.58%
1 Year
-16.40%
3 Years (annualized)
-23.80%
5 Years (annualized)
-16.95%
10 Years (annualized)
-26.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UWPSX 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
Dow Jones Industrial Average Index(INDU)
This Mutual Fund (YTD)
-9.58%
Peer Avg (YTD)
+7.57%
vs Peers
-17.15%

UWPSX Mutual Fund Performance

UWPSX performance across multiple time periods: 1-month 9.37%, YTD -9.58%, 1-year -16.40%, 3-year -23.80%, 5-year -16.95%, 10-year -26.17%.

UWPSX 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.

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