UUPIX Mutual Fund

UUPIX Mutual Fund

NAV$71.27
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Returns Overview

1 Month
-13.87%
3 Months
-15.44%
6 Months
-20.71%
YTD
-18.89%
1 Year
-18.67%
3 Years (annualized)
+26.88%
5 Years (annualized)
+0.78%
10 Years (annualized)
+4.78%

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
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
S&P Emerging 50 ADR Index(BKTEM)
This Mutual Fund (YTD)
-18.89%
Peer Avg (YTD)
+3.99%
vs Peers
-22.88%

UUPIX Mutual Fund Performance

UUPIX performance across multiple time periods: 1-month -13.87%, YTD -18.89%, 1-year -18.67%, 3-year 26.88%, 5-year 0.78%, 10-year 4.78%.

UUPIX returns trail the peer average of 3.99% 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.