UJPIX Mutual Fund

UJPIX Mutual Fund

NAV$100.84
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Returns Overview

1 Month
+3.75%
3 Months
-12.39%
6 Months
+53.70%
YTD
+63.08%
1 Year
+107.49%
3 Years (annualized)
+54.93%
5 Years (annualized)
+40.42%
10 Years (annualized)
+28.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UJPIX 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
Nikkei 225 Stock Average - USD Terms
This Mutual Fund (YTD)
+63.08%
Peer Avg (YTD)
+7.57%
vs Peers
+55.51%

UJPIX Mutual Fund Performance

UJPIX performance across multiple time periods: 1-month 3.75%, YTD 63.08%, 1-year 107.49%, 3-year 54.93%, 5-year 40.42%, 10-year 28.85%.

UJPIX returns outperform the peer average of 7.57% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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