UKPIX Mutual Fund

UKPIX Mutual Fund

NAV$9.26
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Returns Overview

1 Month
-8.58%
3 Months
-5.58%
6 Months
-30.64%
YTD
-49.91%
1 Year
-66.70%
3 Years (annualized)
-44.64%
5 Years (annualized)
-36.77%
10 Years (annualized)
-33.36%

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)
-49.91%
Peer Avg (YTD)
+6.77%
vs Peers
-56.68%

UKPIX Mutual Fund Performance

UKPIX performance across multiple time periods: 1-month -8.58%, YTD -49.91%, 1-year -66.70%, 3-year -44.64%, 5-year -36.77%, 10-year -33.36%.

UKPIX returns trail the peer average of 6.77% 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.