UDBTX Mutual Fund

UDBTX Mutual Fund

NAV$9.18
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Returns Overview

1 Month
-2.22%
3 Months
-2.83%
6 Months
-2.81%
YTD
-2.50%
1 Year
-1.59%
3 Years (annualized)
+3.93%
5 Years (annualized)
+0.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UDBTX 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
Bloomberg US Treasury Index
This Mutual Fund (YTD)
-2.50%
Peer Avg (YTD)
+0.50%
vs Peers
-3.00%

UDBTX Mutual Fund Performance

UDBTX performance across multiple time periods: 1-month -2.22%, YTD -2.50%, 1-year -1.59%, 3-year 3.93%, 5-year 0.10%.

UDBTX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.15%, investors should weigh costs against performance when evaluating this mutual fund.

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