UBPIX Mutual Fund

UBPIX Mutual Fund

NAV$22.58
See how much of UBPIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-11.09%
3 Months
-16.23%
6 Months
-25.12%
YTD
+13.47%
1 Year
+29.95%
3 Years (annualized)
+23.80%
5 Years (annualized)
+19.13%
10 Years (annualized)
-0.19%

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
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
S&P Latin America 35 ADR Index (USD)(BKTLA)
This Mutual Fund (YTD)
+13.47%
Peer Avg (YTD)
+3.99%
vs Peers
+9.49%

UBPIX Mutual Fund Performance

UBPIX performance across multiple time periods: 1-month -11.09%, YTD 13.47%, 1-year 29.95%, 3-year 23.80%, 5-year 19.13%, 10-year -0.19%.

UBPIX returns outperform the peer average of 3.99% 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.