UPPXX Mutual Fund

UPPXX Mutual Fund

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Returns Overview

3 Months
+0.60%
6 Months
+1.55%
YTD
+2.79%
1 Year
+3.46%
3 Years (annualized)
+4.30%
5 Years (annualized)
+3.49%
10 Years (annualized)
+1.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UPPXX 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

This Mutual Fund (YTD)
+2.79%
Peer Avg (YTD)
+2.21%
vs Peers
+0.57%

UPPXX Mutual Fund Performance

UPPXX performance across multiple time periods: YTD 2.79%, 1-year 3.46%, 3-year 4.30%, 5-year 3.49%, 10-year 1.79%.

UPPXX returns outperform the peer average of 2.21% YTD. With an expense ratio of 0.14%, investors should weigh costs against performance when evaluating this mutual fund.

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