UBPSX Mutual Fund

NAV$25.28

Returns Overview

1 Month
+0.72%
3 Months
-11.95%
6 Months
-8.67%
YTD
+27.42%
1 Year
+73.30%
3 Years (annualized)
+19.18%
5 Years (annualized)
+8.02%
10 Years (annualized)
+2.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UBPSX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P Latin America 35 ADR Index (USD)(BKTLA)
This Mutual Fund (YTD)
+27.42%
Peer Avg (YTD)
+3.47%
vs Peers
+23.95%

UBPSX Mutual Fund Performance

UBPSX performance across multiple time periods: 1-month 0.72%, YTD 27.42%, 1-year 73.30%, 3-year 19.18%, 5-year 8.02%, 10-year 2.80%.

UBPSX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

UBPSX performance comparison shows side-by-side returns with another fund. UBPSX alternatives are available in the Mutual Fund Screener.