UGEPX Mutual Fund

UGEPX Mutual Fund

NAV$10.07
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Returns Overview

1 Month
-6.81%
3 Months
-3.65%
6 Months
-2.71%
YTD
-4.30%
1 Year
+13.50%
3 Years (annualized)
+13.25%
5 Years (annualized)
+6.52%
10 Years (annualized)
+8.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UGEPX 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 World Index (Net)
This Mutual Fund (YTD)
-4.30%
Peer Avg (YTD)
-0.09%
vs Peers
-4.21%

UGEPX Mutual Fund Performance

UGEPX performance across multiple time periods: 1-month -6.81%, YTD -4.30%, 1-year 13.50%, 3-year 13.25%, 5-year 6.52%, 10-year 8.48%.

UGEPX returns trail the peer average of -0.09% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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