UBPIX Mutual Fund

NAV$26.91

Returns Overview

1 Month
-5.98%
3 Months
-10.17%
6 Months
+28.50%
YTD
+26.28%
1 Year
+74.91%
3 Years (annualized)
+20.05%
5 Years (annualized)
+10.93%
10 Years (annualized)
+4.69%

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
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
S&P Latin America 35 ADR Index (USD)(BKTLA)
This Mutual Fund (YTD)
+26.28%
Peer Avg (YTD)
+3.47%
vs Peers
+22.80%

UBPIX Mutual Fund Performance

UBPIX performance across multiple time periods: 1-month -5.98%, YTD 26.28%, 1-year 74.91%, 3-year 20.05%, 5-year 10.93%, 10-year 4.69%.

UBPIX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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