UDPIX Mutual Fund

UDPIX Mutual Fund

NAV$102.49
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Returns Overview

1 Month
+0.08%
3 Months
+10.45%
6 Months
+12.47%
YTD
+15.82%
1 Year
+35.05%
3 Years (annualized)
+22.87%
5 Years (annualized)
+12.52%
10 Years (annualized)
+18.56%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Dow Jones Industrial Average Index(INDU)
This Mutual Fund (YTD)
+15.82%
Peer Avg (YTD)
+2.39%
vs Peers
+13.43%

UDPIX Mutual Fund Performance

UDPIX performance across multiple time periods: 1-month 0.08%, YTD 15.82%, 1-year 35.05%, 3-year 22.87%, 5-year 12.52%, 10-year 18.56%.

UDPIX returns outperform the peer average of 2.39% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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