UDPSX Mutual Fund

UDPSX Mutual Fund

NAV$80.76
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Returns Overview

1 Month
+2.83%
3 Months
-4.05%
6 Months
+5.69%
YTD
+9.05%
1 Year
+11.94%
3 Years (annualized)
+26.56%
5 Years (annualized)
+9.43%
10 Years (annualized)
+18.99%

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)
+9.05%
Peer Avg (YTD)
+3.99%
vs Peers
+5.07%

UDPSX Mutual Fund Performance

UDPSX performance across multiple time periods: 1-month 2.83%, YTD 9.05%, 1-year 11.94%, 3-year 26.56%, 5-year 9.43%, 10-year 18.99%.

UDPSX returns outperform the peer average of 3.99% 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.