UPDDX Mutual Fund

NAV$31.90

Returns Overview

1 Month
-4.23%
3 Months
+24.33%
6 Months
+23.99%
YTD
+21.49%
1 Year
+46.96%
3 Years (annualized)
+37.54%
5 Years (annualized)
+14.17%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+21.49%
Peer Avg (YTD)
+5.93%
vs Peers
+15.55%

UPDDX Mutual Fund Performance

UPDDX performance across multiple time periods: 1-month -4.23%, YTD 21.49%, 1-year 46.96%, 3-year 37.54%, 5-year 14.17%.

UPDDX returns outperform the peer average of 5.93% YTD. With an expense ratio of 2.53%, investors should weigh costs against performance when evaluating this mutual fund.

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