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 | 2.873 | -2.143 | -134% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 2000 | 125% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.34B | 2.43M | 55,052% |
Annual Yield % from dividends | 0.53 | 0.00 | - |
Returns for 1 year | -3.83 | 3.55 | -108% |
Returns for 3 years | 20.38 | 32.65 | 62% |
Returns for 5 years | 38.64 | 84.62 | 46% |
Returns for 10 years | 28.15 | N/A | - |