CARYX | UPAAX | CARYX / UPAAX | |
Total Expense Ratio | 0.77 | 3.28 | 23% |
Annual Report Gross Expense Ratio | 0.77 | 3.28 | 23% |
Fund Existence | 11 years | 8 years | - |
Gain YTD | 9.300 | 11.429 | 81% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1000000 | 2000 | 50,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 2.47B | 2.8M | 88,317% |
Annual Yield % from dividends | 2.34 | 0.00 | - |
Returns for 1 year | 9.36 | 27.35 | 34% |
Returns for 3 years | 23.85 | 55.23 | 43% |
Returns for 5 years | 8.65 | 97.05 | 9% |
Returns for 10 years | 37.15 | N/A | - |