UEMPX Mutual Fund

UEMPX Mutual Fund

NAV$11.73
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Returns Overview

1 Month
-8.16%
3 Months
-5.02%
6 Months
-0.91%
YTD
+12.55%
1 Year
+16.83%
3 Years (annualized)
+23.30%
5 Years (annualized)
+5.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UEMPX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+12.55%
Peer Avg (YTD)
+9.82%
vs Peers
+2.73%

UEMPX Mutual Fund Performance

UEMPX performance across multiple time periods: 1-month -8.16%, YTD 12.55%, 1-year 16.83%, 3-year 23.30%, 5-year 5.06%.

UEMPX returns outperform the peer average of 9.82% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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