UXPSX Mutual Fund

UXPSX Mutual Fund

NAV$7.26
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Returns Overview

1 Month
+1.22%
3 Months
+5.06%
6 Months
-4.89%
YTD
-14.85%
1 Year
-21.72%
3 Years (annualized)
-27.37%
5 Years (annualized)
-15.33%
10 Years (annualized)
-20.23%

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)
-14.85%
Peer Avg (YTD)
+1.16%
vs Peers
-16.01%

UXPSX Mutual Fund Performance

UXPSX performance across multiple time periods: 1-month 1.22%, YTD -14.85%, 1-year -21.72%, 3-year -27.37%, 5-year -15.33%, 10-year -20.23%.

UXPSX returns trail the peer average of 1.16% 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.