ULPSX Mutual Fund

ULPSX Mutual Fund

NAV$136.89
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Returns Overview

1 Month
-1.37%
3 Months
+2.48%
6 Months
+32.93%
YTD
+18.50%
1 Year
+22.49%
3 Years (annualized)
+32.04%
5 Years (annualized)
+15.01%
10 Years (annualized)
+8.67%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+18.50%
Peer Avg (YTD)
+5.41%
vs Peers
+13.08%

ULPSX Mutual Fund Performance

ULPSX performance across multiple time periods: 1-month -1.37%, YTD 18.50%, 1-year 22.49%, 3-year 32.04%, 5-year 15.01%, 10-year 8.67%.

ULPSX returns outperform the peer average of 5.41% YTD. With an expense ratio of 2.47%, investors should weigh costs against performance when evaluating this mutual fund.

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