UPMMX Mutual Fund

UPMMX Mutual Fund

NAV$49.26
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Returns Overview

1 Month
-11.00%
3 Months
+17.27%
6 Months
-3.26%
YTD
+3.10%
1 Year
+17.25%
3 Years (annualized)
+51.21%
5 Years (annualized)
+25.08%
10 Years (annualized)
+14.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UPMMX 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
Lipper Precious Metals Equity Funds Index
This Mutual Fund (YTD)
+3.10%
Peer Avg (YTD)
+7.76%
vs Peers
-4.66%

UPMMX Mutual Fund Performance

UPMMX performance across multiple time periods: 1-month -11.00%, YTD 3.10%, 1-year 17.25%, 3-year 51.21%, 5-year 25.08%, 10-year 14.46%.

UPMMX returns trail the peer average of 7.76% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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