ULPSX | UOPIX | ULPSX / UOPIX | |
Total Expense Ratio | 2.53 | 1.53 | 165% |
Annual Report Gross Expense Ratio | 2.53 | 1.53 | 165% |
Fund Existence | 28 years | 28 years | - |
Gain YTD | 10.788 | 16.737 | 64% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 15000 | 15000 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 204M | 1.25B | 16% |
Annual Yield % from dividends | 0.00 | 0.00 | - |
Returns for 1 year | 26.13 | 45.01 | 58% |
Returns for 3 years | 48.63 | 109.22 | 45% |
Returns for 5 years | 75.76 | 106.39 | 71% |
Returns for 10 years | 264.24 | 716.82 | 37% |