UUPIX Mutual Fund

UUPIX Mutual Fund

NAV$82.11
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Returns Overview

1 Month
-0.27%
3 Months
-0.65%
6 Months
+6.63%
YTD
-5.82%
1 Year
-5.32%
3 Years (annualized)
+25.79%
5 Years (annualized)
+1.67%
10 Years (annualized)
+7.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UUPIX 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
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📉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 Emerging 50 ADR Index(BKTEM)
This Mutual Fund (YTD)
-5.82%
Peer Avg (YTD)
+5.41%
vs Peers
-11.24%

UUPIX Mutual Fund Performance

UUPIX performance across multiple time periods: 1-month -0.27%, YTD -5.82%, 1-year -5.32%, 3-year 25.79%, 5-year 1.67%, 10-year 7.26%.

UUPIX returns trail the peer average of 5.41% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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