UTBAX Mutual Fund

UTBAX Mutual Fund

NAV$13.31
See how much of UTBAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.49%
3 Months
-0.21%
6 Months
-0.48%
YTD
+0.03%
1 Year
+3.80%
3 Years (annualized)
+3.89%
5 Years (annualized)
+0.01%
10 Years (annualized)
+1.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UTBAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.03%
Peer Avg (YTD)
+0.12%
vs Peers
-0.09%

UTBAX Mutual Fund Performance

UTBAX performance across multiple time periods: 1-month -1.49%, YTD 0.03%, 1-year 3.80%, 3-year 3.89%, 5-year 0.01%, 10-year 1.51%.

UTBAX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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