UFPIX Mutual Fund

NAV$13.85

Returns Overview

1 Month
+4.97%
3 Months
+7.65%
6 Months
-30.94%
YTD
-29.76%
1 Year
-51.55%
3 Years (annualized)
-27.21%
5 Years (annualized)
-26.03%
10 Years (annualized)
-30.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UFPIX 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/BNY Mellon Latin America 35 ADR Index(^BKTLA:SP)
This Mutual Fund (YTD)
-29.76%
Peer Avg (YTD)
+12.13%
vs Peers
-41.89%

UFPIX Mutual Fund Performance

UFPIX performance across multiple time periods: 1-month 4.97%, YTD -29.76%, 1-year -51.55%, 3-year -27.21%, 5-year -26.03%, 10-year -30.95%.

UFPIX returns trail the peer average of 12.13% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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