UTACX Mutual Fund

UTACX Mutual Fund

NAV$9.49
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Returns Overview

1 Month
+3.28%
3 Months
-0.57%
6 Months
-1.36%
YTD
-0.81%
1 Year
-0.43%
3 Years (annualized)
+2.69%
5 Years (annualized)
-1.16%
10 Years (annualized)
-0.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UTACX 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
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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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-0.81%
Peer Avg (YTD)
-0.87%
vs Peers
+0.05%

UTACX Mutual Fund Performance

UTACX performance across multiple time periods: 1-month 3.28%, YTD -0.81%, 1-year -0.43%, 3-year 2.69%, 5-year -1.16%, 10-year -0.56%.

UTACX returns outperform the peer average of -0.87% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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