UKPSX Mutual Fund

UKPSX Mutual Fund

NAV$10.67
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Returns Overview

1 Month
+6.80%
3 Months
-7.50%
6 Months
-23.53%
YTD
-48.58%
1 Year
-46.65%
3 Years (annualized)
+18.14%
5 Years (annualized)
+2.32%
10 Years (annualized)
-15.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UKPSX 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)
-48.58%
Peer Avg (YTD)
+1.16%
vs Peers
-49.74%

UKPSX Mutual Fund Performance

UKPSX performance across multiple time periods: 1-month 6.80%, YTD -48.58%, 1-year -46.65%, 3-year 18.14%, 5-year 2.32%, 10-year -15.86%.

UKPSX returns trail the peer average of 1.16% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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