ULTIX Mutual Fund

NAV$11.98

Returns Overview

1 Month
+1.46%
3 Months
+3.81%
6 Months
+3.33%
YTD
+3.33%
1 Year
+8.98%
3 Years (annualized)
+4.48%
5 Years (annualized)
+0.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ULTIX 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
Lipper General & Insured Municipal Debt Funds Index
This Mutual Fund (YTD)
+3.33%
Peer Avg (YTD)
+1.79%
vs Peers
+1.55%

ULTIX Mutual Fund Performance

ULTIX performance across multiple time periods: 1-month 1.46%, YTD 3.33%, 1-year 8.98%, 3-year 4.48%, 5-year 0.70%.

ULTIX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

ULTIX performance comparison shows side-by-side returns with another fund. ULTIX alternatives are available in the Mutual Fund Screener.