UTEIX Mutual Fund

UTEIX Mutual Fund

NAV$12.38
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Returns Overview

1 Month
+4.24%
3 Months
-0.80%
6 Months
-1.18%
YTD
-0.13%
1 Year
+0.23%
3 Years (annualized)
+4.38%
5 Years (annualized)
+0.68%
10 Years (annualized)
+1.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UTEIX 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
Lipper Intermediate Municipal Debt Funds Index(^LINTMUDFI)
This Mutual Fund (YTD)
-0.13%
Peer Avg (YTD)
-0.87%
vs Peers
+0.74%

UTEIX Mutual Fund Performance

UTEIX performance across multiple time periods: 1-month 4.24%, YTD -0.13%, 1-year 0.23%, 3-year 4.38%, 5-year 0.68%, 10-year 1.71%.

UTEIX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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