UTMAX Mutual Fund

UTMAX Mutual Fund

NAV$12.81
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Returns Overview

1 Month
+2.56%
3 Months
+2.07%
6 Months
+5.70%
YTD
+10.73%
1 Year
+20.71%
3 Years (annualized)
+15.81%
5 Years (annualized)
+7.09%
10 Years (annualized)
+8.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UTMAX 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 Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+10.73%
Peer Avg (YTD)
+6.69%
vs Peers
+4.03%

UTMAX Mutual Fund Performance

UTMAX performance across multiple time periods: 1-month 2.56%, YTD 10.73%, 1-year 20.71%, 3-year 15.81%, 5-year 7.09%, 10-year 8.89%.

UTMAX returns outperform the peer average of 6.69% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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