UFPSX Mutual Fund

UFPSX Mutual Fund

NAV$12.40
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Returns Overview

1 Month
+5.12%
3 Months
+1.60%
6 Months
+1.27%
YTD
-33.47%
1 Year
-49.97%
3 Years (annualized)
-29.54%
5 Years (annualized)
-28.05%
10 Years (annualized)
-30.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UFPSX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P/BNY Mellon Latin America 35 ADR Index(^BKTLA:SP)
This Mutual Fund (YTD)
-33.47%
Peer Avg (YTD)
+6.77%
vs Peers
-40.24%

UFPSX Mutual Fund Performance

UFPSX performance across multiple time periods: 1-month 5.12%, YTD -33.47%, 1-year -49.97%, 3-year -29.54%, 5-year -28.05%, 10-year -30.47%.

UFPSX returns trail the peer average of 6.77% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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