UEMPX Mutual Fund

UEMPX Mutual Fund

NAV$12.63
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Returns Overview

1 Month
-0.08%
3 Months
+0.08%
6 Months
+21.63%
YTD
+22.55%
1 Year
+32.42%
3 Years (annualized)
+24.16%
5 Years (annualized)
+6.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UEMPX 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 Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+22.55%
Peer Avg (YTD)
+20.48%
vs Peers
+2.06%

UEMPX Mutual Fund Performance

UEMPX performance across multiple time periods: 1-month -0.08%, YTD 22.55%, 1-year 32.42%, 3-year 24.16%, 5-year 6.39%.

UEMPX returns outperform the peer average of 20.48% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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