UTRE ETF

$48.96

Returns Overview

1 Month
-0.28%
3 Months
-0.27%
6 Months
-0.15%
YTD
-0.16%
1 Year
+1.95%
3 Years (annualized)
+3.89%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would UTRE 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Treasury Bellwether 3Y Total Return USD Unhedged Index(BUSW)
This ETF (YTD)
-0.16%
Peer Avg (YTD)
+1.42%
vs Peers
-1.58%

UTRE ETF Performance

UTRE performance across multiple time periods: 1-month -0.28%, YTD -0.16%, 1-year 1.95%, 3-year 3.89%.

UTRE returns trail the peer average of 1.42% YTD. With an expense ratio of 0.15%, investors should weigh costs against performance when evaluating this ETF.

UTRE performance comparison shows side-by-side returns with another fund. UTRE alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.28%N/A
3 Months-0.27%N/A
6 Months-0.15%N/A
1 Year+1.95%N/A
3 Years+3.89%N/A

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