UKPSX Mutual Fund

UKPSX Mutual Fund

NAV$10.61
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Returns Overview

1 Month
+23.57%
3 Months
-17.33%
6 Months
-38.31%
YTD
-45.76%
1 Year
-66.52%
3 Years (annualized)
-41.72%
5 Years (annualized)
-36.34%
10 Years (annualized)
-33.65%

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)
-45.76%
Peer Avg (YTD)
-0.65%
vs Peers
-45.11%

UKPSX Mutual Fund Performance

UKPSX performance across multiple time periods: 1-month 23.57%, YTD -45.76%, 1-year -66.52%, 3-year -41.72%, 5-year -36.34%, 10-year -33.65%.

UKPSX returns trail the peer average of -0.65% 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.