UHPIX Mutual Fund

UHPIX Mutual Fund

NAV$2.89
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Returns Overview

1 Month
-23.65%
3 Months
+7.14%
6 Months
+29.44%
YTD
+20.85%
1 Year
+3.18%
3 Years (annualized)
-17.34%
5 Years (annualized)
-29.60%
10 Years (annualized)
-30.18%

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)
+20.85%
Peer Avg (YTD)
-0.65%
vs Peers
+21.50%

UHPIX Mutual Fund Performance

UHPIX performance across multiple time periods: 1-month -23.65%, YTD 20.85%, 1-year 3.18%, 3-year -17.34%, 5-year -29.60%, 10-year -30.18%.

UHPIX returns outperform the peer average of -0.65% 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.