UOPIX Mutual Fund

UOPIX Mutual Fund

NAV$178.66
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Returns Overview

1 Month
+7.79%
3 Months
-8.43%
6 Months
+32.36%
YTD
+28.21%
1 Year
+44.75%
3 Years (annualized)
+39.05%
5 Years (annualized)
+20.94%
10 Years (annualized)
+37.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UOPIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Nasdaq 100 Index(NDX)
This Mutual Fund (YTD)
+28.21%
Peer Avg (YTD)
+4.75%
vs Peers
+23.46%

UOPIX Mutual Fund Performance

UOPIX performance across multiple time periods: 1-month 7.79%, YTD 28.21%, 1-year 44.75%, 3-year 39.05%, 5-year 20.94%, 10-year 37.15%.

UOPIX returns outperform the peer average of 4.75% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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