ARANX | UPAAX | ARANX / UPAAX | |
Total Expense Ratio | 1.28 | 3.28 | 39% |
Annual Report Gross Expense Ratio | 1.28 | 3.28 | 39% |
Fund Existence | 11 years | 8 years | - |
Gain YTD | 10.741 | 21.643 | 50% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 2000 | 125% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.43B | 3M | 47,700% |
Annual Yield % from dividends | 0.49 | 0.00 | - |
Returns for 1 year | -0.81 | 30.70 | -3% |
Returns for 3 years | 35.22 | 96.86 | 36% |
Returns for 5 years | 39.15 | 124.98 | 31% |
Returns for 10 years | 53.92 | N/A | - |