UDPIX Mutual Fund

NAV$111.84
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Returns Overview

1 Month
+4.78%
3 Months
+26.08%
6 Months
+15.74%
YTD
+14.25%
1 Year
+34.55%
3 Years (annualized)
+24.98%
5 Years (annualized)
+12.82%
10 Years (annualized)
+18.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UDPIX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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
Dow Jones Industrial Average Index(INDU)
This Mutual Fund (YTD)
+14.25%
Peer Avg (YTD)
+3.47%
vs Peers
+10.77%

UDPIX Mutual Fund Performance

UDPIX performance across multiple time periods: 1-month 4.78%, YTD 14.25%, 1-year 34.55%, 3-year 24.98%, 5-year 12.82%, 10-year 18.88%.

UDPIX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

UDPIX performance comparison shows side-by-side returns with another fund. UDPIX alternatives are available in the Mutual Fund Screener.