UGPIX Mutual Fund

UGPIX Mutual Fund

NAV$13.92
See how much of UGPIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-12.10%
3 Months
-1.74%
6 Months
-29.82%
YTD
-50.58%
1 Year
-61.41%
3 Years (annualized)
-15.18%
5 Years (annualized)
-30.69%
10 Years (annualized)
-16.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UGPIX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P China Select ADR Index
This Mutual Fund (YTD)
-50.58%
Peer Avg (YTD)
+7.58%
vs Peers
-58.16%

UGPIX Mutual Fund Performance

UGPIX performance across multiple time periods: 1-month -12.10%, YTD -50.58%, 1-year -61.41%, 3-year -15.18%, 5-year -30.69%, 10-year -16.29%.

UGPIX returns trail the peer average of 7.58% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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