UJPIX Mutual Fund

NAV$93.61

Returns Overview

1 Month
+13.72%
3 Months
+75.44%
6 Months
+90.66%
YTD
+86.15%
1 Year
+193.43%
3 Years (annualized)
+60.56%
5 Years (annualized)
+43.55%
10 Years (annualized)
+32.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UJPIX 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
Nikkei 225 Stock Average - USD Terms
This Mutual Fund (YTD)
+86.15%
Peer Avg (YTD)
+12.13%
vs Peers
+74.01%

UJPIX Mutual Fund Performance

UJPIX performance across multiple time periods: 1-month 13.72%, YTD 86.15%, 1-year 193.43%, 3-year 60.56%, 5-year 43.55%, 10-year 32.69%.

UJPIX returns outperform the peer average of 12.13% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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