UUPIX Mutual Fund

UUPIX Mutual Fund

NAV$81.84
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Returns Overview

1 Month
+1.18%
3 Months
-6.24%
6 Months
-10.11%
YTD
+2.25%
1 Year
+28.17%
3 Years (annualized)
+20.43%
5 Years (annualized)
+1.38%
10 Years (annualized)
+8.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UUPIX 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
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📉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
S&P Emerging 50 ADR Index(BKTEM)
This Mutual Fund (YTD)
+2.25%
Peer Avg (YTD)
+2.39%
vs Peers
-0.14%

UUPIX Mutual Fund Performance

UUPIX performance across multiple time periods: 1-month 1.18%, YTD 2.25%, 1-year 28.17%, 3-year 20.43%, 5-year 1.38%, 10-year 8.14%.

UUPIX returns trail the peer average of 2.39% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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