UOPSX Mutual Fund

NAV$99.80

Returns Overview

1 Month
-1.73%
3 Months
+58.05%
6 Months
+36.54%
YTD
+37.06%
1 Year
+62.34%
3 Years (annualized)
+42.25%
5 Years (annualized)
+26.38%
10 Years (annualized)
+38.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UOPSX 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)
+37.06%
Peer Avg (YTD)
+3.47%
vs Peers
+33.59%

UOPSX Mutual Fund Performance

UOPSX performance across multiple time periods: 1-month -1.73%, YTD 37.06%, 1-year 62.34%, 3-year 42.25%, 5-year 26.38%, 10-year 38.74%.

UOPSX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.45%, investors should weigh costs against performance when evaluating this mutual fund.

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