UHPSX Mutual Fund

NAV$2.15

Returns Overview

1 Month
+24.68%
3 Months
+29.65%
6 Months
+58.38%
YTD
+73.37%
1 Year
+22.59%
3 Years (annualized)
-22.42%
5 Years (annualized)
-20.52%
10 Years (annualized)
-29.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UHPSX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P China Select ADR Index
This Mutual Fund (YTD)
+73.37%
Peer Avg (YTD)
+12.13%
vs Peers
+61.24%

UHPSX Mutual Fund Performance

UHPSX performance across multiple time periods: 1-month 24.68%, YTD 73.37%, 1-year 22.59%, 3-year -22.42%, 5-year -20.52%, 10-year -29.60%.

UHPSX returns outperform the peer average of 12.13% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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