UOPIX | UTPSX | UOPIX / UTPSX | |
Total Expense Ratio | 1.53 | 2.78 | 55% |
Annual Report Gross Expense Ratio | 1.53 | 2.84 | 54% |
Fund Existence | 28 years | 25 years | - |
Gain YTD | 14.022 | 13.956 | 100% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 15000 | 15000 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.19B | 21.7M | 5,470% |
Annual Yield % from dividends | 0.00 | 0.00 | - |
Returns for 1 year | 36.48 | 12.00 | 304% |
Returns for 3 years | 162.20 | 12.52 | 1,295% |
Returns for 5 years | 86.63 | 59.24 | 146% |
Returns for 10 years | 793.37 | 164.08 | 484% |