ULTIX Mutual Fund

ULTIX Mutual Fund

NAV$11.64
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Returns Overview

1 Month
+4.15%
3 Months
-2.18%
6 Months
-2.66%
YTD
-1.05%
1 Year
-1.04%
3 Years (annualized)
+5.49%
5 Years (annualized)
+0.11%
10 Years (annualized)
+2.02%

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
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📉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
Lipper General & Insured Municipal Debt Funds Index
This Mutual Fund (YTD)
-1.05%
Peer Avg (YTD)
-0.87%
vs Peers
-0.19%

ULTIX Mutual Fund Performance

ULTIX performance across multiple time periods: 1-month 4.15%, YTD -1.05%, 1-year -1.04%, 3-year 5.49%, 5-year 0.11%, 10-year 2.02%.

ULTIX returns trail the peer average of -0.87% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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