UPAAX Mutual Fund

UPAAX Mutual Fund

NAV$22.68
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Returns Overview

1 Month
+3.26%
3 Months
-5.74%
6 Months
+23.89%
YTD
+31.15%
1 Year
+46.00%
3 Years (annualized)
+30.61%
5 Years (annualized)
+10.94%

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
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📉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
Dow Jones Moderate US Portfolio Index(^P60GLB)
This Mutual Fund (YTD)
+31.15%
Peer Avg (YTD)
+6.69%
vs Peers
+24.46%

UPAAX Mutual Fund Performance

UPAAX performance across multiple time periods: 1-month 3.26%, YTD 31.15%, 1-year 46.00%, 3-year 30.61%, 5-year 10.94%.

UPAAX returns outperform the peer average of 6.69% YTD. With an expense ratio of 2.49%, investors should weigh costs against performance when evaluating this mutual fund.

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