ULPIX Mutual Fund

NAV$187.34

Returns Overview

1 Month
-2.71%
3 Months
+30.04%
6 Months
+16.64%
YTD
+16.21%
1 Year
+38.20%
3 Years (annualized)
+32.34%
5 Years (annualized)
+21.23%
10 Years (annualized)
+24.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ULPIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.21%
Peer Avg (YTD)
+3.47%
vs Peers
+12.73%

ULPIX Mutual Fund Performance

ULPIX performance across multiple time periods: 1-month -2.71%, YTD 16.21%, 1-year 38.20%, 3-year 32.34%, 5-year 21.23%, 10-year 24.76%.

ULPIX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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