UXPSX Mutual Fund

UXPSX Mutual Fund

NAV$7.47
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Returns Overview

1 Month
-3.01%
3 Months
-9.47%
6 Months
-12.94%
YTD
-20.62%
1 Year
-35.05%
3 Years (annualized)
-22.87%
5 Years (annualized)
-16.88%
10 Years (annualized)
-20.69%

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
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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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
-20.62%
Peer Avg (YTD)
-0.65%
vs Peers
-19.97%

UXPSX Mutual Fund Performance

UXPSX performance across multiple time periods: 1-month -3.01%, YTD -20.62%, 1-year -35.05%, 3-year -22.87%, 5-year -16.88%, 10-year -20.69%.

UXPSX 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.

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