UOPIX Mutual Fund

UOPIX Mutual Fund

NAV$170.98
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Returns Overview

1 Month
+5.92%
3 Months
-1.39%
6 Months
+56.24%
YTD
+35.80%
1 Year
+38.73%
3 Years (annualized)
+39.05%
5 Years (annualized)
+20.94%
10 Years (annualized)
+37.15%

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)
+35.80%
Peer Avg (YTD)
+5.41%
vs Peers
+30.38%

UOPIX Mutual Fund Performance

UOPIX performance across multiple time periods: 1-month 5.92%, YTD 35.80%, 1-year 38.73%, 3-year 39.05%, 5-year 20.94%, 10-year 37.15%.

UOPIX returns outperform the peer average of 5.41% 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.