UFPSX Mutual Fund

UFPSX Mutual Fund

NAV$10.58
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Returns Overview

1 Month
-0.42%
3 Months
-3.46%
6 Months
+3.57%
YTD
-32.63%
1 Year
-47.16%
3 Years (annualized)
-29.54%
5 Years (annualized)
-28.05%
10 Years (annualized)
-30.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UFPSX 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)
-32.63%
Peer Avg (YTD)
+7.57%
vs Peers
-40.20%

UFPSX Mutual Fund Performance

UFPSX performance across multiple time periods: 1-month -0.42%, YTD -32.63%, 1-year -47.16%, 3-year -29.54%, 5-year -28.05%, 10-year -30.47%.

UFPSX returns trail the peer average of 7.57% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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