UBPIX Mutual Fund

UBPIX Mutual Fund

NAV$30.91
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Returns Overview

1 Month
-0.34%
3 Months
+1.07%
6 Months
-9.21%
YTD
+27.62%
1 Year
+57.83%
3 Years (annualized)
+23.08%
5 Years (annualized)
+13.91%
10 Years (annualized)
+3.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UBPIX 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 Latin America 35 ADR Index (USD)(BKTLA)
This Mutual Fund (YTD)
+27.62%
Peer Avg (YTD)
+5.41%
vs Peers
+22.21%

UBPIX Mutual Fund Performance

UBPIX performance across multiple time periods: 1-month -0.34%, YTD 27.62%, 1-year 57.83%, 3-year 23.08%, 5-year 13.91%, 10-year 3.19%.

UBPIX returns outperform the peer average of 5.41% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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