UKPSX Mutual Fund

NAV$10.81

Returns Overview

1 Month
-16.86%
3 Months
-48.50%
6 Months
-56.10%
YTD
-55.01%
1 Year
-73.71%
3 Years (annualized)
-45.57%
5 Years (annualized)
-38.01%
10 Years (annualized)
-35.59%

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
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)
-55.01%
Peer Avg (YTD)
+12.13%
vs Peers
-67.15%

UKPSX Mutual Fund Performance

UKPSX performance across multiple time periods: 1-month -16.86%, YTD -55.01%, 1-year -73.71%, 3-year -45.57%, 5-year -38.01%, 10-year -35.59%.

UKPSX returns trail the peer average of 12.13% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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