UFPIX Mutual Fund

UFPIX Mutual Fund

NAV$11.60
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Returns Overview

1 Month
-0.35%
3 Months
-3.26%
6 Months
+4.14%
YTD
-32.05%
1 Year
-46.62%
3 Years (annualized)
-28.94%
5 Years (annualized)
-27.40%
10 Years (annualized)
-29.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UFPIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P/BNY Mellon Latin America 35 ADR Index(^BKTLA:SP)
This Mutual Fund (YTD)
-32.05%
Peer Avg (YTD)
+7.57%
vs Peers
-39.62%

UFPIX Mutual Fund Performance

UFPIX performance across multiple time periods: 1-month -0.35%, YTD -32.05%, 1-year -46.62%, 3-year -28.94%, 5-year -27.40%, 10-year -29.79%.

UFPIX returns trail the peer average of 7.57% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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