UHPIX Mutual Fund

UHPIX Mutual Fund

NAV$3.18
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Returns Overview

1 Month
+6.57%
3 Months
+35.21%
6 Months
+44.87%
YTD
+79.57%
1 Year
+101.08%
3 Years (annualized)
-18.68%
5 Years (annualized)
-25.32%
10 Years (annualized)
-26.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UHPIX 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)
+79.57%
Peer Avg (YTD)
+1.16%
vs Peers
+78.42%

UHPIX Mutual Fund Performance

UHPIX performance across multiple time periods: 1-month 6.57%, YTD 79.57%, 1-year 101.08%, 3-year -18.68%, 5-year -25.32%, 10-year -26.70%.

UHPIX returns outperform the peer average of 1.16% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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