UPPXX Mutual Fund

UPPXX Mutual Fund

NAV$1.00
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Returns Overview

1 Month
+0.30%
3 Months
+0.91%
6 Months
+1.83%
YTD
+1.83%
1 Year
+3.98%
3 Years (annualized)
+4.61%
5 Years (annualized)
+3.30%
10 Years (annualized)
+1.71%

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)
+1.83%
Peer Avg (YTD)
+1.70%
vs Peers
+0.13%

UPPXX Mutual Fund Performance

UPPXX performance across multiple time periods: 1-month 0.30%, YTD 1.83%, 1-year 3.98%, 3-year 4.61%, 5-year 3.30%, 10-year 1.71%.

UPPXX returns outperform the peer average of 1.70% YTD. With an expense ratio of 0.14%, investors should weigh costs against performance when evaluating this mutual fund.

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