UBT ETF

UBT ETF
$14.96
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Returns Overview

1 Month
-9.19%
3 Months
-6.90%
6 Months
-9.36%
YTD
-9.49%
1 Year
-7.33%
3 Years (annualized)
-11.16%
5 Years (annualized)
-21.29%
10 Years (annualized)
-10.06%

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
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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)
-9.49%
Peer Avg (YTD)
-0.65%
vs Peers
-8.85%

UBT ETF Performance

UBT performance across multiple time periods: 1-month -9.19%, YTD -9.49%, 1-year -7.33%, 3-year -11.16%, 5-year -21.29%, 10-year -10.06%.

UBT returns trail the peer average of -0.65% 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-9.19%N/A
3 Months-6.90%N/A
6 Months-9.36%N/A
1 Year-7.33%N/A
3 Years-11.16%N/A
5 Years-21.29%N/A

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