UDPSX Mutual Fund

NAV$85.34

Returns Overview

1 Month
-0.42%
3 Months
+11.24%
6 Months
+10.33%
YTD
+12.65%
1 Year
+33.22%
3 Years (annualized)
+24.12%
5 Years (annualized)
+11.91%
10 Years (annualized)
+17.99%

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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Dow Jones Industrial Average Index(INDU)
This Mutual Fund (YTD)
+12.65%
Peer Avg (YTD)
+3.47%
vs Peers
+9.17%

UDPSX Mutual Fund Performance

UDPSX performance across multiple time periods: 1-month -0.42%, YTD 12.65%, 1-year 33.22%, 3-year 24.12%, 5-year 11.91%, 10-year 17.99%.

UDPSX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.53%, investors should weigh costs against performance when evaluating this mutual fund.

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