UDPIX Mutual Fund

NAV$103.08

Returns Overview

1 Month
+5.33%
3 Months
+7.29%
6 Months
+11.77%
YTD
+9.03%
1 Year
+39.22%
3 Years
+26.59%
5 Years
+11.72%
10 Years
+18.51%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would UDPIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Dow Jones Industrial Average Index(INDU)
This Mutual Fund (YTD)
+9.03%
Peer Avg (YTD)
+4.57%
vs Peers
+4.46%

UDPIX Mutual Fund Performance

UDPIX performance across multiple time periods: 1-month 5.33%, YTD 9.03%, 1-year 39.22%, 3-year 26.59%, 5-year 11.72%, 10-year 18.51%.

UDPIX returns outperform the peer average of 4.57% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

UDPIX performance comparison shows side-by-side returns with another fund. UDPIX alternatives are available in the Mutual Fund Screener.