UUOAX Mutual Fund

UUOAX Mutual Fund

NAV$24.24
See inside every fund you own
$149/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
-1.21%
3 Months
+6.32%
6 Months
+9.57%
YTD
+8.76%
1 Year
+21.21%
3 Years (annualized)
+13.85%

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
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

Benchmark
S&P Composite 1500 Index
This Mutual Fund (YTD)
+8.76%
Peer Avg (YTD)
+9.49%
vs Peers
-0.73%

UUOAX Mutual Fund Performance

UUOAX performance across multiple time periods: 1-month -1.21%, YTD 8.76%, 1-year 21.21%, 3-year 13.85%.

UUOAX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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