UPMMX Mutual Fund

UPMMX Mutual Fund

NAV$52.60
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Returns Overview

1 Month
-1.30%
3 Months
-15.34%
6 Months
-20.79%
YTD
-13.23%
1 Year
+45.09%
3 Years (annualized)
+34.34%
5 Years (annualized)
+16.48%
10 Years (annualized)
+9.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UPMMX 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
Lipper Precious Metals Equity Funds Index
This Mutual Fund (YTD)
-13.23%
Peer Avg (YTD)
-3.00%
vs Peers
-10.24%

UPMMX Mutual Fund Performance

UPMMX performance across multiple time periods: 1-month -1.30%, YTD -13.23%, 1-year 45.09%, 3-year 34.34%, 5-year 16.48%, 10-year 9.38%.

UPMMX returns trail the peer average of -3.00% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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