UPDDX Mutual Fund

UPDDX Mutual Fund

NAV$32.12
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Returns Overview

1 Month
+3.51%
3 Months
-4.41%
6 Months
+17.67%
YTD
+23.76%
1 Year
+38.69%
3 Years (annualized)
+37.90%
5 Years (annualized)
+16.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UPDDX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+23.76%
Peer Avg (YTD)
+6.69%
vs Peers
+17.07%

UPDDX Mutual Fund Performance

UPDDX performance across multiple time periods: 1-month 3.51%, YTD 23.76%, 1-year 38.69%, 3-year 37.90%, 5-year 16.04%.

UPDDX returns outperform the peer average of 6.69% YTD. With an expense ratio of 2.53%, investors should weigh costs against performance when evaluating this mutual fund.

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