UKPSX Mutual Fund

UKPSX Mutual Fund

NAV$9.21
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Returns Overview

1 Month
-8.68%
3 Months
-6.18%
6 Months
-31.29%
YTD
-50.47%
1 Year
-67.18%
3 Years (annualized)
+19.69%
10 Years (annualized)
-16.62%

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)
-50.47%
Peer Avg (YTD)
+6.77%
vs Peers
-57.24%

UKPSX Mutual Fund Performance

UKPSX performance across multiple time periods: 1-month -8.68%, YTD -50.47%, 1-year -67.18%, 3-year 19.69%, 10-year -16.62%.

UKPSX returns trail the peer average of 6.77% 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.