UOPSX Mutual Fund

UOPSX Mutual Fund

NAV$111.28
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Returns Overview

1 Month
+7.70%
3 Months
-8.65%
6 Months
+31.74%
YTD
+27.41%
1 Year
+43.37%
3 Years (annualized)
+37.69%
5 Years (annualized)
+15.41%
10 Years (annualized)
+30.94%

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)
+27.41%
Peer Avg (YTD)
+4.75%
vs Peers
+22.66%

UOPSX Mutual Fund Performance

UOPSX performance across multiple time periods: 1-month 7.70%, YTD 27.41%, 1-year 43.37%, 3-year 37.69%, 5-year 15.41%, 10-year 30.94%.

UOPSX returns outperform the peer average of 4.75% 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.