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 | -8.785 | 9.732 | -90% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 15000 | 15000 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 2.63M | 1.21B | 0% |
Annual Yield % from dividends | 0.00 | 0.00 | - |
Returns for 1 year | 2.24 | 12.34 | 18% |
Returns for 3 years | -24.73 | 154.05 | -16% |
Returns for 5 years | -2.66 | 93.73 | -3% |
Returns for 10 years | -18.38 | 546.98 | -3% |