ULPSX Mutual Fund

NAV$127.61

Returns Overview

1 Month
-2.79%
3 Months
+29.71%
6 Months
+16.06%
YTD
+15.63%
1 Year
+36.83%
3 Years (annualized)
+30.98%
5 Years (annualized)
+20.96%
10 Years (annualized)
+11.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ULPSX 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)
+15.63%
Peer Avg (YTD)
+3.47%
vs Peers
+12.16%

ULPSX Mutual Fund Performance

ULPSX performance across multiple time periods: 1-month -2.79%, YTD 15.63%, 1-year 36.83%, 3-year 30.98%, 5-year 20.96%, 10-year 11.31%.

ULPSX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.47%, investors should weigh costs against performance when evaluating this mutual fund.

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