UUPIX Mutual Fund

NAV$80.39

Returns Overview

1 Month
+13.75%
3 Months
+6.99%
6 Months
+42.58%
YTD
+6.71%
1 Year
+73.27%
3 Years
+25.51%
5 Years
-1.55%
10 Years
+13.21%

Risk Metrics (5-Year)

No risk data available for this ETF

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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade 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 Emerging 50 ADR Index(BKTEM)
This Mutual Fund (YTD)
+6.71%
Peer Avg (YTD)
+0.53%
vs Peers
+6.17%

UUPIX Mutual Fund Performance

UUPIX performance across multiple time periods: 1-month 13.75%, YTD 6.71%, 1-year 73.27%, 3-year 25.51%, 5-year -1.55%, 10-year 13.21%.

UUPIX returns outperform the peer average of 0.53% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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