UBT ETF

UBT ETF
$14.83
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Returns Overview

1 Month
+1.91%
3 Months
+0.36%
6 Months
-1.14%
YTD
-0.34%
1 Year
-0.60%
3 Years (annualized)
-10.32%
5 Years (annualized)
-18.81%
10 Years (annualized)
-2.36%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would UBT 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
ICE US Treasury 20+ Year Bond Index Total Return(^ICEUSTRYBI)
This ETF (YTD)
-0.34%
Peer Avg (YTD)
+12.13%
vs Peers
-12.47%

UBT ETF Performance

UBT performance across multiple time periods: 1-month 1.91%, YTD -0.34%, 1-year -0.60%, 3-year -10.32%, 5-year -18.81%, 10-year -2.36%.

UBT returns trail the peer average of 12.13% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this ETF.

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

Compare UBT

UBT vs SPYUBT vs QQQUBT vs VOOUBT vs VTIUBT vs IVVUBT vs SCHDUBT vs VYMUBT vs VXUS

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+1.91%N/A
3 Months+0.36%N/A
6 Months-1.14%N/A
1 Year-0.60%N/A
3 Years-10.32%N/A
5 Years-18.81%N/A

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