UPPXX Mutual Fund

UPPXX Mutual Fund

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Returns Overview

1 Month
+0.33%
3 Months
+0.94%
6 Months
+1.84%
YTD
+2.17%
1 Year
+3.94%
3 Years (annualized)
+4.75%
5 Years (annualized)
+3.75%
10 Years (annualized)
+2.46%

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)
+2.17%
Peer Avg (YTD)
+1.18%
vs Peers
+0.99%

UPPXX Mutual Fund Performance

UPPXX performance across multiple time periods: 1-month 0.33%, YTD 2.17%, 1-year 3.94%, 3-year 4.75%, 5-year 3.75%, 10-year 2.46%.

UPPXX returns outperform the peer average of 1.18% 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.