UPAAX Mutual Fund

UPAAX Mutual Fund

NAV$22.96
See how much of UPAAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.07%
3 Months
+4.94%
6 Months
+19.46%
YTD
+27.01%
1 Year
+46.16%
3 Years (annualized)
+25.54%
5 Years (annualized)
+10.27%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Dow Jones Moderate US Portfolio Index(^P60GLB)
This Mutual Fund (YTD)
+27.01%
Peer Avg (YTD)
+5.79%
vs Peers
+21.22%

UPAAX Mutual Fund Performance

UPAAX performance across multiple time periods: 1-month -5.07%, YTD 27.01%, 1-year 46.16%, 3-year 25.54%, 5-year 10.27%.

UPAAX returns outperform the peer average of 5.79% 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.