UGPSX Mutual Fund

NAV$15.59
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Returns Overview

1 Month
-21.61%
3 Months
-28.72%
6 Months
-45.54%
YTD
-49.96%
1 Year
-37.73%
3 Years (annualized)
-15.05%
5 Years (annualized)
-40.06%
10 Years (annualized)
-16.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UGPSX 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

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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 China Select ADR Index
This Mutual Fund (YTD)
-49.96%
Peer Avg (YTD)
+12.13%
vs Peers
-62.09%

UGPSX Mutual Fund Performance

UGPSX performance across multiple time periods: 1-month -21.61%, YTD -49.96%, 1-year -37.73%, 3-year -15.05%, 5-year -40.06%, 10-year -16.45%.

UGPSX returns trail the peer average of 12.13% YTD. With an expense ratio of 2.70%, investors should weigh costs against performance when evaluating this mutual fund.

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