UGPSX Mutual Fund

UGPSX Mutual Fund

NAV$11.83
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Returns Overview

1 Month
-12.23%
3 Months
-2.04%
6 Months
-30.17%
YTD
-50.98%
1 Year
-61.78%
3 Years (annualized)
-15.98%
5 Years (annualized)
-31.37%
10 Years (annualized)
-17.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UGPSX 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 China Select ADR Index
This Mutual Fund (YTD)
-50.98%
Peer Avg (YTD)
+7.57%
vs Peers
-58.55%

UGPSX Mutual Fund Performance

UGPSX performance across multiple time periods: 1-month -12.23%, YTD -50.98%, 1-year -61.78%, 3-year -15.98%, 5-year -31.37%, 10-year -17.13%.

UGPSX returns trail the peer average of 7.57% YTD. With an expense ratio of 2.70%, investors should weigh costs against performance when evaluating this mutual fund.

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