UDPSX Mutual Fund

UDPSX Mutual Fund

NAV$88.47
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Returns Overview

1 Month
-0.02%
3 Months
+10.16%
6 Months
+11.90%
YTD
+15.15%
1 Year
+33.70%
3 Years (annualized)
+21.63%
5 Years (annualized)
+11.39%
10 Years (annualized)
+17.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UDPSX 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)
+15.15%
Peer Avg (YTD)
+2.39%
vs Peers
+12.76%

UDPSX Mutual Fund Performance

UDPSX performance across multiple time periods: 1-month -0.02%, YTD 15.15%, 1-year 33.70%, 3-year 21.63%, 5-year 11.39%, 10-year 17.34%.

UDPSX returns outperform the peer average of 2.39% YTD. With an expense ratio of 2.53%, investors should weigh costs against performance when evaluating this mutual fund.

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