UJPIX Mutual Fund

UJPIX Mutual Fund

NAV$106.61
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Returns Overview

1 Month
+8.06%
3 Months
-3.97%
6 Months
+20.21%
YTD
+60.84%
1 Year
+128.91%
3 Years (annualized)
+54.93%
5 Years (annualized)
+40.42%
10 Years (annualized)
+28.85%

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)
+60.84%
Peer Avg (YTD)
+6.77%
vs Peers
+54.07%

UJPIX Mutual Fund Performance

UJPIX performance across multiple time periods: 1-month 8.06%, YTD 60.84%, 1-year 128.91%, 3-year 54.93%, 5-year 40.42%, 10-year 28.85%.

UJPIX returns outperform the peer average of 6.77% 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.