UTMAX Mutual Fund

NAV$12.71

Returns Overview

1 Month
-0.48%
3 Months
+10.44%
6 Months
+8.43%
YTD
+7.96%
1 Year
+23.42%
3 Years (annualized)
+16.01%
5 Years (annualized)
+7.62%
10 Years (annualized)
+9.21%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+7.96%
Peer Avg (YTD)
+5.93%
vs Peers
+2.02%

UTMAX Mutual Fund Performance

UTMAX performance across multiple time periods: 1-month -0.48%, YTD 7.96%, 1-year 23.42%, 3-year 16.01%, 5-year 7.62%, 10-year 9.21%.

UTMAX returns outperform the peer average of 5.93% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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