UACPX Mutual Fund

NAV$3.90

Returns Overview

1 Month
-5.06%
3 Months
-7.29%
6 Months
-6.86%
YTD
-6.86%
1 Year
-14.63%
3 Years (annualized)
-17.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UACPX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI China All Shares Index(^M1CNAL)
This Mutual Fund (YTD)
-6.86%
Peer Avg (YTD)
+14.11%
vs Peers
-20.97%

UACPX Mutual Fund Performance

UACPX performance across multiple time periods: 1-month -5.06%, YTD -6.86%, 1-year -14.63%, 3-year -17.82%.

UACPX returns trail the peer average of 14.11% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

UACPX performance comparison shows side-by-side returns with another fund. UACPX alternatives are available in the Mutual Fund Screener.