UOPSX Mutual Fund

UOPSX Mutual Fund

NAV$87.50
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Returns Overview

1 Month
-13.76%
3 Months
-1.70%
6 Months
+1.12%
YTD
+16.28%
1 Year
+8.86%
3 Years (annualized)
+41.06%
5 Years (annualized)
+12.72%
10 Years (annualized)
+29.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UOPSX 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)
+16.28%
Peer Avg (YTD)
+5.49%
vs Peers
+10.79%

UOPSX Mutual Fund Performance

UOPSX performance across multiple time periods: 1-month -13.76%, YTD 16.28%, 1-year 8.86%, 3-year 41.06%, 5-year 12.72%, 10-year 29.67%.

UOPSX returns outperform the peer average of 5.49% YTD. With an expense ratio of 2.45%, investors should weigh costs against performance when evaluating this mutual fund.

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