UGPIX Mutual Fund

UGPIX Mutual Fund

NAV$17.84
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Returns Overview

1 Month
-21.57%
3 Months
-28.58%
6 Months
-45.29%
YTD
-49.71%
1 Year
-37.18%
3 Years (annualized)
-14.23%
5 Years (annualized)
-39.48%
10 Years (annualized)
-15.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UGPIX 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
S&P China Select ADR Index
This Mutual Fund (YTD)
-49.71%
Peer Avg (YTD)
+12.13%
vs Peers
-61.84%

UGPIX Mutual Fund Performance

UGPIX performance across multiple time periods: 1-month -21.57%, YTD -49.71%, 1-year -37.18%, 3-year -14.23%, 5-year -39.48%, 10-year -15.60%.

UGPIX returns trail the peer average of 12.13% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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