UHPSX Mutual Fund

UHPSX Mutual Fund

NAV$2.84
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Returns Overview

1 Month
+12.56%
3 Months
+6.81%
6 Months
+24.88%
YTD
+35.68%
1 Year
+33.51%
3 Years (annualized)
-20.34%
5 Years (annualized)
-28.90%
10 Years (annualized)
-29.15%

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
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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)
+35.68%
Peer Avg (YTD)
+6.77%
vs Peers
+28.91%

UHPSX Mutual Fund Performance

UHPSX performance across multiple time periods: 1-month 12.56%, YTD 35.68%, 1-year 33.51%, 3-year -20.34%, 5-year -28.90%, 10-year -29.15%.

UHPSX returns outperform the peer average of 6.77% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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