UTELX Mutual Fund

UTELX Mutual Fund

NAV$11.12
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Returns Overview

1 Month
-0.63%
3 Months
-1.61%
6 Months
-1.89%
YTD
+0.12%
1 Year
+5.71%
3 Years (annualized)
+3.76%
5 Years (annualized)
-0.23%
10 Years (annualized)
+1.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UTELX 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 General & Insured Municipal Debt Funds Index
This Mutual Fund (YTD)
+0.12%
Peer Avg (YTD)
+0.15%
vs Peers
-0.03%

UTELX Mutual Fund Performance

UTELX performance across multiple time periods: 1-month -0.63%, YTD 0.12%, 1-year 5.71%, 3-year 3.76%, 5-year -0.23%, 10-year 1.51%.

UTELX returns trail the peer average of 0.15% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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