ULPSX Mutual Fund

ULPSX Mutual Fund

NAV$132.47
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Returns Overview

1 Month
-0.82%
3 Months
+6.15%
6 Months
+12.59%
YTD
+14.69%
1 Year
+30.66%
3 Years (annualized)
+28.25%
5 Years (annualized)
+15.24%
10 Years (annualized)
+20.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ULPSX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.69%
Peer Avg (YTD)
+2.39%
vs Peers
+12.30%

ULPSX Mutual Fund Performance

ULPSX performance across multiple time periods: 1-month -0.82%, YTD 14.69%, 1-year 30.66%, 3-year 28.25%, 5-year 15.24%, 10-year 20.73%.

ULPSX returns outperform the peer average of 2.39% YTD. With an expense ratio of 2.47%, investors should weigh costs against performance when evaluating this mutual fund.

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