UPUPX Mutual Fund

NAV$15.11

Returns Overview

1 Month
-7.42%
3 Months
+38.10%
6 Months
+39.13%
YTD
+35.63%
1 Year
+59.21%
3 Years (annualized)
+28.66%
5 Years (annualized)
+6.47%
10 Years (annualized)
+7.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UPUPX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+35.63%
Peer Avg (YTD)
+8.97%
vs Peers
+26.66%

UPUPX Mutual Fund Performance

UPUPX performance across multiple time periods: 1-month -7.42%, YTD 35.63%, 1-year 59.21%, 3-year 28.66%, 5-year 6.47%, 10-year 7.62%.

UPUPX returns outperform the peer average of 8.97% YTD. With an expense ratio of 2.45%, investors should weigh costs against performance when evaluating this mutual fund.

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