UGPSX Mutual Fund

UGPSX Mutual Fund

NAV$11.69
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Returns Overview

1 Month
-10.39%
3 Months
-31.32%
6 Months
-40.72%
YTD
-56.07%
1 Year
-61.94%
3 Years (annualized)
-16.77%
5 Years (annualized)
-33.57%
10 Years (annualized)
-19.21%

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
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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)
-56.07%
Peer Avg (YTD)
+1.16%
vs Peers
-57.23%

UGPSX Mutual Fund Performance

UGPSX performance across multiple time periods: 1-month -10.39%, YTD -56.07%, 1-year -61.94%, 3-year -16.77%, 5-year -33.57%, 10-year -19.21%.

UGPSX returns trail the peer average of 1.16% 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.