UPUPX Mutual Fund

UPUPX Mutual Fund

NAV$13.91
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Returns Overview

1 Month
-9.46%
3 Months
-3.15%
6 Months
+0.48%
YTD
+19.64%
1 Year
+20.62%
3 Years (annualized)
+29.75%
5 Years (annualized)
+8.52%
10 Years (annualized)
+5.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦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

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+19.64%
Peer Avg (YTD)
+5.23%
vs Peers
+14.41%

UPUPX Mutual Fund Performance

UPUPX performance across multiple time periods: 1-month -9.46%, YTD 19.64%, 1-year 20.62%, 3-year 29.75%, 5-year 8.52%, 10-year 5.46%.

UPUPX returns outperform the peer average of 5.23% YTD. With an expense ratio of 2.45%, investors should weigh costs against performance when evaluating this mutual fund.

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