UBPIX Mutual Fund

UBPIX Mutual Fund

NAV$26.61
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Returns Overview

1 Month
+7.28%
3 Months
-10.61%
6 Months
+3.00%
YTD
+37.86%
1 Year
+98.88%
3 Years (annualized)
+19.82%
5 Years (annualized)
+15.21%
10 Years (annualized)
+4.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UBPIX 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
S&P Latin America 35 ADR Index (USD)(BKTLA)
This Mutual Fund (YTD)
+37.86%
Peer Avg (YTD)
+2.39%
vs Peers
+35.47%

UBPIX Mutual Fund Performance

UBPIX performance across multiple time periods: 1-month 7.28%, YTD 37.86%, 1-year 98.88%, 3-year 19.82%, 5-year 15.21%, 10-year 4.19%.

UBPIX returns outperform the peer average of 2.39% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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