UPUPX Mutual Fund

NAV$12.49

Returns Overview

1 Month
+4.75%
3 Months
+2.95%
6 Months
+18.61%
YTD
+2.11%
1 Year
+18.82%
3 Years
+16.30%
5 Years
+4.75%
10 Years
+5.44%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would UPUPX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+2.11%
Peer Avg (YTD)
+0.87%
vs Peers
+1.24%

UPUPX Mutual Fund Performance

UPUPX performance across multiple time periods: 1-month 4.75%, YTD 2.11%, 1-year 18.82%, 3-year 16.30%, 5-year 4.75%, 10-year 5.44%.

UPUPX returns outperform the peer average of 0.87% YTD. With an expense ratio of 2.45%, investors should weigh costs against performance when evaluating this mutual fund.

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