UDI ETF

UDI ETF
$36.03
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Returns Overview

1 Month
-0.08%
3 Months
+11.59%
6 Months
+4.25%
YTD
+10.26%
1 Year
+17.86%
3 Years (annualized)
+17.78%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would UDI 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This ETF (YTD)
+10.26%
Peer Avg (YTD)
+7.92%
vs Peers
+2.33%

UDI ETF Performance

UDI performance across multiple time periods: 1-month -0.08%, YTD 10.26%, 1-year 17.86%, 3-year 17.78%.

UDI returns outperform the peer average of 7.92% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this ETF.

UDI vs another fund shows side-by-side returns. UDI alternatives are available in the ETF Screener.

Compare UDI

UDI vs SPYUDI vs QQQUDI vs VOOUDI vs VTIUDI vs IVVUDI vs SCHDUDI vs VYMUDI vs VXUS

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.08%N/A
3 Months+11.59%N/A
6 Months+4.25%N/A
1 Year+17.86%N/A
3 Years+17.78%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized