UPAAX Mutual Fund

NAV$23.06

Returns Overview

1 Month
-3.84%
3 Months
+36.86%
6 Months
+33.79%
YTD
+31.01%
1 Year
+56.97%
3 Years (annualized)
+30.33%
5 Years (annualized)
+10.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UPAAX 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
Dow Jones Moderate US Portfolio Index(^P60GLB)
This Mutual Fund (YTD)
+31.01%
Peer Avg (YTD)
+5.93%
vs Peers
+25.07%

UPAAX Mutual Fund Performance

UPAAX performance across multiple time periods: 1-month -3.84%, YTD 31.01%, 1-year 56.97%, 3-year 30.33%, 5-year 10.21%.

UPAAX returns outperform the peer average of 5.93% YTD. With an expense ratio of 2.49%, investors should weigh costs against performance when evaluating this mutual fund.

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