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 | 7 years | - |
Gain YTD | -1.082 | -10.714 | 10% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 2000 | 125% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.27B | 2.21M | 57,569% |
Annual Yield % from dividends | 0.54 | 0.00 | - |
Returns for 1 year | -4.19 | -1.26 | 331% |
Returns for 3 years | 1.88 | -5.83 | -32% |
Returns for 5 years | 35.82 | 92.66 | 39% |
Returns for 10 years | 22.63 | N/A | - |