UDI ETF

$36.93

Returns Overview

1 Month
+2.17%
3 Months
+5.05%
6 Months
+11.69%
YTD
+11.10%
1 Year
+21.08%
3 Years (annualized)
+15.92%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would UDI 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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This ETF (YTD)
+11.10%
Peer Avg (YTD)
+8.61%
vs Peers
+2.50%

UDI ETF Performance

UDI performance across multiple time periods: 1-month 2.17%, YTD 11.10%, 1-year 21.08%, 3-year 15.92%.

UDI returns outperform the peer average of 8.61% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this ETF.

UDI performance comparison shows side-by-side returns with another fund. UDI alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+2.17%N/A
3 Months+5.05%N/A
6 Months+11.69%N/A
1 Year+21.08%N/A
3 Years+15.92%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized