UTBAX Mutual Fund

NAV$13.32

Returns Overview

1 Month
+0.41%
3 Months
+2.47%
6 Months
+1.54%
YTD
+1.54%
1 Year
+4.89%
3 Years (annualized)
+4.54%
5 Years (annualized)
+0.50%

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

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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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.54%
Peer Avg (YTD)
+3.23%
vs Peers
-1.69%

UTBAX Mutual Fund Performance

UTBAX performance across multiple time periods: 1-month 0.41%, YTD 1.54%, 1-year 4.89%, 3-year 4.54%, 5-year 0.50%.

UTBAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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