UFPSX Mutual Fund

UFPSX Mutual Fund

NAV$11.76
See how much of UFPSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.30%
3 Months
+3.32%
6 Months
+11.22%
YTD
-33.50%
1 Year
-43.20%
3 Years (annualized)
-32.62%
5 Years (annualized)
-32.31%
10 Years (annualized)
-28.71%

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
PROUpgrade to run

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)
-33.50%
Peer Avg (YTD)
+1.16%
vs Peers
-34.66%

UFPSX Mutual Fund Performance

UFPSX performance across multiple time periods: 1-month -1.30%, YTD -33.50%, 1-year -43.20%, 3-year -32.62%, 5-year -32.31%, 10-year -28.71%.

UFPSX returns trail the peer average of 1.16% 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.