UUPSX Mutual Fund

UUPSX Mutual Fund

NAV$74.95
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Returns Overview

1 Month
+1.10%
3 Months
-6.47%
6 Months
-10.52%
YTD
+1.69%
1 Year
+26.93%
3 Years (annualized)
+19.31%
5 Years (annualized)
+0.59%
10 Years (annualized)
+7.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UUPSX 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
S&P Emerging 50 ADR Index(BKTEM)
This Mutual Fund (YTD)
+1.69%
Peer Avg (YTD)
+2.39%
vs Peers
-0.70%

UUPSX Mutual Fund Performance

UUPSX performance across multiple time periods: 1-month 1.10%, YTD 1.69%, 1-year 26.93%, 3-year 19.31%, 5-year 0.59%, 10-year 7.21%.

UUPSX returns trail the peer average of 2.39% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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