UTBPX Mutual Fund

UTBPX Mutual Fund

NAV$13.25
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Returns Overview

1 Month
-1.47%
3 Months
-0.15%
6 Months
-0.28%
YTD
+0.25%
1 Year
+4.06%
3 Years (annualized)
+4.16%
5 Years (annualized)
+0.27%
10 Years (annualized)
+1.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UTBPX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.25%
Peer Avg (YTD)
+0.12%
vs Peers
+0.13%

UTBPX Mutual Fund Performance

UTBPX performance across multiple time periods: 1-month -1.47%, YTD 0.25%, 1-year 4.06%, 3-year 4.16%, 5-year 0.27%, 10-year 1.77%.

UTBPX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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