UTACX Mutual Fund

UTACX Mutual Fund

NAV$9.56
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Returns Overview

1 Month
-1.57%
3 Months
-0.79%
6 Months
-0.86%
YTD
+0.67%
1 Year
+5.14%
3 Years (annualized)
+2.05%
5 Years (annualized)
-0.11%
10 Years (annualized)
+1.48%

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)
+0.67%
Peer Avg (YTD)
+0.23%
vs Peers
+0.44%

UTACX Mutual Fund Performance

UTACX performance across multiple time periods: 1-month -1.57%, YTD 0.67%, 1-year 5.14%, 3-year 2.05%, 5-year -0.11%, 10-year 1.48%.

UTACX returns outperform the peer average of 0.23% 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.