UHPIX Mutual Fund

UHPIX Mutual Fund

NAV$3.24
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Returns Overview

1 Month
+12.55%
3 Months
+7.09%
6 Months
+25.88%
YTD
+36.02%
1 Year
+34.36%
3 Years (annualized)
-19.21%
5 Years (annualized)
-28.15%
10 Years (annualized)
-28.40%

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)
+36.02%
Peer Avg (YTD)
+6.77%
vs Peers
+29.25%

UHPIX Mutual Fund Performance

UHPIX performance across multiple time periods: 1-month 12.55%, YTD 36.02%, 1-year 34.36%, 3-year -19.21%, 5-year -28.15%, 10-year -28.40%.

UHPIX returns outperform the peer average of 6.77% 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.