UUPIX Mutual Fund

NAV$75.90

Returns Overview

1 Month
-0.58%
3 Months
-12.86%
6 Months
-17.69%
YTD
-9.44%
1 Year
+31.26%
3 Years (annualized)
+26.64%
5 Years (annualized)
-2.76%
10 Years (annualized)
+9.00%

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

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)
-9.44%
Peer Avg (YTD)
+3.47%
vs Peers
-12.91%

UUPIX Mutual Fund Performance

UUPIX performance across multiple time periods: 1-month -0.58%, YTD -9.44%, 1-year 31.26%, 3-year 26.64%, 5-year -2.76%, 10-year 9.00%.

UUPIX returns trail the peer average of 3.47% 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.