UTACX Mutual Fund

NAV$9.60

Returns Overview

1 Month
+0.58%
3 Months
+1.80%
6 Months
+1.45%
YTD
+1.35%
1 Year
+5.51%
3 Years (annualized)
+2.65%
5 Years (annualized)
+0.34%
10 Years (annualized)
+1.65%

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
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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+1.35%
Peer Avg (YTD)
+1.79%
vs Peers
-0.44%

UTACX Mutual Fund Performance

UTACX performance across multiple time periods: 1-month 0.58%, YTD 1.35%, 1-year 5.51%, 3-year 2.65%, 5-year 0.34%, 10-year 1.65%.

UTACX returns trail the peer average of 1.79% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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