UOPSX Mutual Fund

UOPSX Mutual Fund

NAV$96.11
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Returns Overview

1 Month
-13.69%
3 Months
+2.87%
6 Months
+15.87%
YTD
+18.30%
1 Year
+34.52%
3 Years (annualized)
+32.51%
5 Years (annualized)
+15.53%
10 Years (annualized)
+30.04%

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
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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)
+18.30%
Peer Avg (YTD)
+2.39%
vs Peers
+15.91%

UOPSX Mutual Fund Performance

UOPSX performance across multiple time periods: 1-month -13.69%, YTD 18.30%, 1-year 34.52%, 3-year 32.51%, 5-year 15.53%, 10-year 30.04%.

UOPSX returns outperform the peer average of 2.39% YTD. With an expense ratio of 2.45%, investors should weigh costs against performance when evaluating this mutual fund.

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