UPUPX Mutual Fund

UPUPX Mutual Fund

NAV$15.84
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Returns Overview

1 Month
+3.17%
3 Months
-2.57%
6 Months
+34.55%
YTD
+32.14%
1 Year
+39.32%
3 Years (annualized)
+28.21%
5 Years (annualized)
+9.26%
10 Years (annualized)
+5.45%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦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)
+32.14%
Peer Avg (YTD)
+8.68%
vs Peers
+23.46%

UPUPX Mutual Fund Performance

UPUPX performance across multiple time periods: 1-month 3.17%, YTD 32.14%, 1-year 39.32%, 3-year 28.21%, 5-year 9.26%, 10-year 5.45%.

UPUPX returns outperform the peer average of 8.68% YTD. With an expense ratio of 2.45%, investors should weigh costs against performance when evaluating this mutual fund.

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