UBPSX Mutual Fund

UBPSX Mutual Fund

NAV$20.86
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Returns Overview

1 Month
-11.17%
3 Months
-16.47%
6 Months
-25.77%
YTD
+12.25%
1 Year
+28.68%
3 Years (annualized)
+22.82%
5 Years (annualized)
+16.02%
10 Years (annualized)
-1.99%

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)
+12.25%
Peer Avg (YTD)
+3.99%
vs Peers
+8.26%

UBPSX Mutual Fund Performance

UBPSX performance across multiple time periods: 1-month -11.17%, YTD 12.25%, 1-year 28.68%, 3-year 22.82%, 5-year 16.02%, 10-year -1.99%.

UBPSX returns outperform the peer average of 3.99% 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.