UGPSX Mutual Fund

UGPSX Mutual Fund

NAV$13.16
See how much of UGPSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+27.82%
3 Months
-13.69%
6 Months
-33.32%
YTD
-30.39%
1 Year
-26.46%
3 Years (annualized)
-18.51%
5 Years (annualized)
-30.63%
10 Years (annualized)
-14.99%

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
PROUpgrade to run

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)
-30.39%
Peer Avg (YTD)
-0.65%
vs Peers
-29.74%

UGPSX Mutual Fund Performance

UGPSX performance across multiple time periods: 1-month 27.82%, YTD -30.39%, 1-year -26.46%, 3-year -18.51%, 5-year -30.63%, 10-year -14.99%.

UGPSX returns trail the peer average of -0.65% YTD. With an expense ratio of 2.70%, investors should weigh costs against performance when evaluating this mutual fund.

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