UKPIX Mutual Fund

UKPIX Mutual Fund

NAV$10.70
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Returns Overview

1 Month
+23.91%
3 Months
-16.83%
6 Months
-37.71%
YTD
-45.21%
1 Year
-66.04%
3 Years (annualized)
-42.11%
5 Years (annualized)
-36.30%
10 Years (annualized)
-33.30%

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
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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 Term
This Mutual Fund (YTD)
-45.21%
Peer Avg (YTD)
-0.65%
vs Peers
-44.56%

UKPIX Mutual Fund Performance

UKPIX performance across multiple time periods: 1-month 23.91%, YTD -45.21%, 1-year -66.04%, 3-year -42.11%, 5-year -36.30%, 10-year -33.30%.

UKPIX returns trail the peer average of -0.65% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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