UKPIX Mutual Fund

NAV$10.60

Returns Overview

1 Month
-16.65%
3 Months
-48.27%
6 Months
-55.78%
YTD
-54.69%
1 Year
-73.38%
3 Years (annualized)
-45.91%
5 Years (annualized)
-37.99%
10 Years (annualized)
-35.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UKPIX 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 Term
This Mutual Fund (YTD)
-54.69%
Peer Avg (YTD)
+12.13%
vs Peers
-66.83%

UKPIX Mutual Fund Performance

UKPIX performance across multiple time periods: 1-month -16.65%, YTD -54.69%, 1-year -73.38%, 3-year -45.91%, 5-year -37.99%, 10-year -35.25%.

UKPIX returns trail the peer average of 12.13% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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