UBPSX Mutual Fund

UBPSX Mutual Fund

NAV$27.25
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Returns Overview

1 Month
+7.20%
3 Months
-11.13%
6 Months
+2.22%
YTD
+36.65%
1 Year
+97.13%
3 Years (annualized)
+18.40%
5 Years (annualized)
+13.97%
10 Years (annualized)
+3.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UBPSX 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)
+36.65%
Peer Avg (YTD)
+2.39%
vs Peers
+34.26%

UBPSX Mutual Fund Performance

UBPSX performance across multiple time periods: 1-month 7.20%, YTD 36.65%, 1-year 97.13%, 3-year 18.40%, 5-year 13.97%, 10-year 3.11%.

UBPSX returns outperform the peer average of 2.39% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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