UDBTX Mutual Fund

UDBTX Mutual Fund

NAV$9.28
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Returns Overview

1 Month
+2.09%
3 Months
-0.07%
6 Months
-0.78%
YTD
-0.47%
1 Year
-0.06%
3 Years (annualized)
+4.72%
5 Years (annualized)
+0.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UDBTX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Treasury Index
This Mutual Fund (YTD)
-0.47%
Peer Avg (YTD)
+1.93%
vs Peers
-2.39%

UDBTX Mutual Fund Performance

UDBTX performance across multiple time periods: 1-month 2.09%, YTD -0.47%, 1-year -0.06%, 3-year 4.72%, 5-year 0.41%.

UDBTX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.15%, investors should weigh costs against performance when evaluating this mutual fund.

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