UPDDX Mutual Fund

UPDDX Mutual Fund

NAV$31.54
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Returns Overview

1 Month
-0.28%
3 Months
-0.47%
6 Months
+23.74%
YTD
+20.91%
1 Year
+27.27%
3 Years (annualized)
+37.90%
5 Years (annualized)
+16.04%

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
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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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+20.91%
Peer Avg (YTD)
+5.22%
vs Peers
+15.69%

UPDDX Mutual Fund Performance

UPDDX performance across multiple time periods: 1-month -0.28%, YTD 20.91%, 1-year 27.27%, 3-year 37.90%, 5-year 16.04%.

UPDDX returns outperform the peer average of 5.22% YTD. With an expense ratio of 2.53%, investors should weigh costs against performance when evaluating this mutual fund.

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