UDBPX Mutual Fund

UDBPX Mutual Fund

NAV$9.18
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Returns Overview

1 Month
+0.09%
3 Months
-0.44%
6 Months
-2.07%
YTD
-0.28%
1 Year
+0.92%
3 Years (annualized)
+3.84%
5 Years (annualized)
+0.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UDBPX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Treasury Index
This Mutual Fund (YTD)
-0.28%
Peer Avg (YTD)
+2.15%
vs Peers
-2.43%

UDBPX Mutual Fund Performance

UDBPX performance across multiple time periods: 1-month 0.09%, YTD -0.28%, 1-year 0.92%, 3-year 3.84%, 5-year 0.01%.

UDBPX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

UDBPX vs another fund shows side-by-side returns. UDBPX alternatives are available in the Mutual Fund Screener.