UOPIX Mutual Fund

UOPIX Mutual Fund

NAV$140.63
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Returns Overview

1 Month
-13.70%
3 Months
-1.47%
6 Months
+1.60%
YTD
+17.19%
1 Year
+9.90%
3 Years (annualized)
+42.44%
5 Years (annualized)
+13.84%
10 Years (annualized)
+30.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UOPIX 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
Nasdaq 100 Index(NDX)
This Mutual Fund (YTD)
+17.19%
Peer Avg (YTD)
+5.49%
vs Peers
+11.71%

UOPIX Mutual Fund Performance

UOPIX performance across multiple time periods: 1-month -13.70%, YTD 17.19%, 1-year 9.90%, 3-year 42.44%, 5-year 13.84%, 10-year 30.93%.

UOPIX returns outperform the peer average of 5.49% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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