UXPSX Mutual Fund

UXPSX Mutual Fund

NAV$8.13
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Returns Overview

1 Month
+6.83%
3 Months
+0.67%
6 Months
-14.63%
YTD
-15.88%
1 Year
-23.91%
3 Years (annualized)
-25.79%
5 Years (annualized)
-16.85%
10 Years (annualized)
-20.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UXPSX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
-15.88%
Peer Avg (YTD)
+7.57%
vs Peers
-23.45%

UXPSX Mutual Fund Performance

UXPSX performance across multiple time periods: 1-month 6.83%, YTD -15.88%, 1-year -23.91%, 3-year -25.79%, 5-year -16.85%, 10-year -20.83%.

UXPSX 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.

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