UPRXX Mutual Fund

UPRXX Mutual Fund

NAV$1.00
See how much of UPRXX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.33%
3 Months
+0.93%
6 Months
+1.83%
YTD
+2.15%
1 Year
+3.91%
3 Years (annualized)
+4.53%
5 Years (annualized)
+3.35%
10 Years (annualized)
+1.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UPRXX 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

This Mutual Fund (YTD)
+2.15%
Peer Avg (YTD)
+1.18%
vs Peers
+0.97%

UPRXX Mutual Fund Performance

UPRXX performance across multiple time periods: 1-month 0.33%, YTD 2.15%, 1-year 3.91%, 3-year 4.53%, 5-year 3.35%, 10-year 1.73%.

UPRXX returns outperform the peer average of 1.18% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this mutual fund.

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