UTIII Mutual Fund

UTIII Mutual Fund

See how much of UTIII you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.62%
3 Months
+3.62%
6 Months
+6.88%
YTD
+11.51%
1 Year
+7.96%
3 Years (annualized)
+10.42%
5 Years (annualized)
+0.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UTIII 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.51%
Peer Avg (YTD)
+12.44%
vs Peers
-0.93%

UTIII Mutual Fund Performance

UTIII performance across multiple time periods: 1-month 0.62%, YTD 11.51%, 1-year 7.96%, 3-year 10.42%, 5-year 0.99%.

UTIII returns trail the peer average of 12.44% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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