United Parcel Service, Inc. (UPS)

$148.63
A Fund
+ Sector
Fund TypeEquity
Fund CategoryU.S. Equities - Blend
Fund BenchmarkU.S. Mega Cap
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
United Parcel Service, Inc. 39 0.76 -5.47% 24.49% 0.00%
U.S. Mega Cap 33 0.96 10.45% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months -5.52% 10.16% -15.67%
Year-to-Date -5.47% 10.45% -15.92%
1 Year 0.00% 0.00% 0.00%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

39%

(very high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 39% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.00%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$0

Real cost (fees + lost compounding)

$0

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
45%

Return in excess of styles
(over past year)
37.88%