ARANX | UPAAX | ARANX / UPAAX | |
Total Expense Ratio | 1.32 | 3.28 | 40% |
Annual Report Gross Expense Ratio | 1.32 | 3.28 | 40% |
Fund Existence | 11 years | 8 years | - |
Gain YTD | -7.369 | -26.286 | 28% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 2000 | 125% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.22B | 1.83M | 66,849% |
Annual Yield % from dividends | 0.54 | 0.00 | - |
Returns for 1 year | -7.84 | -10.18 | 77% |
Returns for 3 years | 0.92 | -13.24 | -7% |
Returns for 5 years | 25.52 | 47.76 | 53% |
Returns for 10 years | 13.09 | N/A | - |