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 | 11.494 | 21.643 | 53% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1000000 | 2000 | 50,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 2.49B | 3M | 82,867% |
Annual Yield % from dividends | 2.34 | 0.00 | - |
Returns for 1 year | 9.00 | 30.70 | 29% |
Returns for 3 years | 33.58 | 96.86 | 35% |
Returns for 5 years | 14.50 | 124.98 | 12% |
Returns for 10 years | 41.08 | N/A | - |