PHPSX | UOPSX | PHPSX / UOPSX | |
Total Expense Ratio | 2.78 | 2.53 | 110% |
Annual Report Gross Expense Ratio | 3.50 | 2.53 | 138% |
Fund Existence | 25 years | 28 years | - |
Gain YTD | -10.932 | 6.700 | -163% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 15000 | 15000 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 2.45M | 1.17B | 0% |
Annual Yield % from dividends | 0.00 | 0.00 | - |
Returns for 1 year | -2.56 | 14.74 | -17% |
Returns for 3 years | -26.50 | 147.03 | -18% |
Returns for 5 years | -4.45 | 90.75 | -5% |
Returns for 10 years | -20.48 | 525.13 | -4% |