UTMAX Mutual Fund

UTMAX Mutual Fund

NAV$12.83
See how much of UTMAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

3 Months
+2.63%
6 Months
+6.03%
YTD
+7.96%
1 Year
+21.00%
3 Years (annualized)
+14.01%
5 Years (annualized)
+7.47%
10 Years (annualized)
+8.91%

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
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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+7.96%
Peer Avg (YTD)
+5.79%
vs Peers
+2.16%

UTMAX Mutual Fund Performance

UTMAX performance across multiple time periods: YTD 7.96%, 1-year 21.00%, 3-year 14.01%, 5-year 7.47%, 10-year 8.91%.

UTMAX returns outperform the peer average of 5.79% 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.