UXPSX Mutual Fund

NAV$7.49

Returns Overview

1 Month
-1.84%
3 Months
-15.20%
6 Months
-18.15%
YTD
-16.44%
1 Year
-29.74%
3 Years (annualized)
-23.37%
5 Years (annualized)
-16.75%
10 Years (annualized)
-21.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UXPSX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
-16.44%
Peer Avg (YTD)
+12.13%
vs Peers
-28.57%

UXPSX Mutual Fund Performance

UXPSX performance across multiple time periods: 1-month -1.84%, YTD -16.44%, 1-year -29.74%, 3-year -23.37%, 5-year -16.75%, 10-year -21.12%.

UXPSX 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.

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