UUOAX Mutual Fund

UUOAX Mutual Fund

NAV$24.42
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Returns Overview

1 Month
-3.06%
3 Months
+6.44%
6 Months
+13.17%
YTD
+15.77%
1 Year
+22.03%
3 Years (annualized)
+19.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UUOAX 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
MSCI USA Value Index
This Mutual Fund (YTD)
+15.77%
Peer Avg (YTD)
+10.00%
vs Peers
+5.77%

UUOAX Mutual Fund Performance

UUOAX performance across multiple time periods: 1-month -3.06%, YTD 15.77%, 1-year 22.03%, 3-year 19.02%.

UUOAX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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