UUPSX Mutual Fund

UUPSX Mutual Fund

NAV$73.05
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Returns Overview

1 Month
-0.35%
3 Months
-0.92%
6 Months
+6.09%
YTD
-6.50%
1 Year
-6.24%
3 Years (annualized)
+24.60%
5 Years (annualized)
+0.88%
10 Years (annualized)
+6.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UUPSX 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
S&P Emerging 50 ADR Index(BKTEM)
This Mutual Fund (YTD)
-6.50%
Peer Avg (YTD)
+5.40%
vs Peers
-11.90%

UUPSX Mutual Fund Performance

UUPSX performance across multiple time periods: 1-month -0.35%, YTD -6.50%, 1-year -6.24%, 3-year 24.60%, 5-year 0.88%, 10-year 6.31%.

UUPSX returns trail the peer average of 5.40% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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