UPAAX Mutual Fund

UPAAX Mutual Fund

NAV$22.43
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Returns Overview

1 Month
-1.05%
3 Months
-3.01%
6 Months
+32.75%
YTD
+27.07%
1 Year
+31.90%
3 Years (annualized)
+30.61%
5 Years (annualized)
+10.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UPAAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Dow Jones Moderate US Portfolio Index(^P60GLB)
This Mutual Fund (YTD)
+27.07%
Peer Avg (YTD)
+5.22%
vs Peers
+21.84%

UPAAX Mutual Fund Performance

UPAAX performance across multiple time periods: 1-month -1.05%, YTD 27.07%, 1-year 31.90%, 3-year 30.61%, 5-year 10.94%.

UPAAX returns outperform the peer average of 5.22% YTD. With an expense ratio of 2.49%, investors should weigh costs against performance when evaluating this mutual fund.

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