UDI ETF

$34.08
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Returns Overview

1 Month
+4.33%
3 Months
+9.32%
6 Months
+12.11%
YTD
+7.96%
1 Year
+16.21%
3 Years
+14.22%

Risk Metrics (5-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
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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

+4.33%

3 Months Performance

+9.32%

6 Months Performance

+12.11%

1 Year Performance

+16.21%

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This ETF (YTD)
+7.96%
Peer Avg (YTD)
+2.40%
vs Peers
+5.56%

UDI ETF Performance

UDI performance across multiple time periods: 1-month 4.33%, YTD 7.96%, 1-year 16.21%, 3-year 14.22%.

UDI returns outperform the peer average of 2.40% 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+4.33%N/A
3 Months+9.32%N/A
6 Months+12.11%N/A
1 Year+16.21%N/A
3 Years+14.22%N/A

All returns shown are total returns, not annualized