UDI ETF

UDI ETF
$35.64
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Returns Overview

1 Month
+0.65%
3 Months
+7.32%
6 Months
+7.97%
YTD
+17.89%
1 Year
+21.85%
3 Years (annualized)
+17.78%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This ETF (YTD)
+17.89%
Peer Avg (YTD)
+11.10%
vs Peers
+6.79%

UDI ETF Performance

UDI performance across multiple time periods: 1-month 0.65%, YTD 17.89%, 1-year 21.85%, 3-year 17.78%.

UDI returns outperform the peer average of 11.10% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+0.65%N/A
3 Months+7.32%N/A
6 Months+7.97%N/A
1 Year+21.85%N/A
3 Years+17.78%N/A

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