UDPSX Mutual Fund

UDPSX Mutual Fund

NAV$82.59
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Returns Overview

1 Month
-8.73%
3 Months
-6.71%
6 Months
+17.33%
YTD
+6.06%
1 Year
+13.73%
3 Years (annualized)
+24.57%
5 Years (annualized)
+11.32%
10 Years (annualized)
+19.37%

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
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
Dow Jones Industrial Average Index(INDU)
This Mutual Fund (YTD)
+6.06%
Peer Avg (YTD)
+5.41%
vs Peers
+0.65%

UDPSX Mutual Fund Performance

UDPSX performance across multiple time periods: 1-month -8.73%, YTD 6.06%, 1-year 13.73%, 3-year 24.57%, 5-year 11.32%, 10-year 19.37%.

UDPSX returns outperform the peer average of 5.41% YTD. With an expense ratio of 2.53%, investors should weigh costs against performance when evaluating this mutual fund.

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