UJPIX Mutual Fund

UJPIX Mutual Fund

NAV$76.79
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Returns Overview

1 Month
-13.47%
3 Months
-2.99%
6 Months
+5.22%
YTD
+41.12%
1 Year
+33.31%
3 Years (annualized)
+52.52%
5 Years (annualized)
+32.69%
10 Years (annualized)
+26.73%

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
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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
Nikkei 225 Stock Average - USD Terms
This Mutual Fund (YTD)
+41.12%
Peer Avg (YTD)
+1.16%
vs Peers
+39.96%

UJPIX Mutual Fund Performance

UJPIX performance across multiple time periods: 1-month -13.47%, YTD 41.12%, 1-year 33.31%, 3-year 52.52%, 5-year 32.69%, 10-year 26.73%.

UJPIX returns outperform the peer average of 1.16% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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