UOPIX Mutual Fund

NAV$159.97

Returns Overview

1 Month
-1.65%
3 Months
+58.45%
6 Months
+37.19%
YTD
+37.71%
1 Year
+63.90%
3 Years (annualized)
+43.67%
5 Years (annualized)
+31.83%
10 Years (annualized)
+47.87%

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
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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Nasdaq 100 Index(NDX)
This Mutual Fund (YTD)
+37.71%
Peer Avg (YTD)
+3.47%
vs Peers
+34.24%

UOPIX Mutual Fund Performance

UOPIX performance across multiple time periods: 1-month -1.65%, YTD 37.71%, 1-year 63.90%, 3-year 43.67%, 5-year 31.83%, 10-year 47.87%.

UOPIX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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