UUOAX Mutual Fund

UUOAX Mutual Fund

NAV$24.57
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Returns Overview

1 Month
+5.95%
3 Months
+6.18%
6 Months
+11.60%
YTD
+15.23%
1 Year
+28.49%
3 Years (annualized)
+16.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UUOAX 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

Benchmark
MSCI USA Value Index
This Mutual Fund (YTD)
+15.23%
Peer Avg (YTD)
+11.41%
vs Peers
+3.82%

UUOAX Mutual Fund Performance

UUOAX performance across multiple time periods: 1-month 5.95%, YTD 15.23%, 1-year 28.49%, 3-year 16.56%.

UUOAX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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