UHPIX Mutual Fund

NAV$2.46

Returns Overview

1 Month
+24.63%
3 Months
+29.96%
6 Months
+58.29%
YTD
+73.96%
1 Year
+23.21%
3 Years (annualized)
-21.34%
5 Years (annualized)
-19.68%
10 Years (annualized)
-28.87%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P China Select ADR Index
This Mutual Fund (YTD)
+73.96%
Peer Avg (YTD)
+12.13%
vs Peers
+61.83%

UHPIX Mutual Fund Performance

UHPIX performance across multiple time periods: 1-month 24.63%, YTD 73.96%, 1-year 23.21%, 3-year -21.34%, 5-year -19.68%, 10-year -28.87%.

UHPIX returns outperform the peer average of 12.13% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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