UTESX Mutual Fund

UTESX Mutual Fund

NAV$10.21
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Returns Overview

1 Month
-0.35%
3 Months
+0.17%
6 Months
+0.01%
YTD
+0.59%
1 Year
+2.29%
3 Years (annualized)
+3.42%
5 Years (annualized)
+1.46%
10 Years (annualized)
+1.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UTESX 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 Short Municipal Debt Funds Index
This Mutual Fund (YTD)
+0.59%
Peer Avg (YTD)
+0.23%
vs Peers
+0.36%

UTESX Mutual Fund Performance

UTESX performance across multiple time periods: 1-month -0.35%, YTD 0.59%, 1-year 2.29%, 3-year 3.42%, 5-year 1.46%, 10-year 1.50%.

UTESX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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