UTPIX Mutual Fund

NAV$82.80

Returns Overview

1 Month
+3.40%
3 Months
-2.46%
6 Months
+8.29%
YTD
+6.42%
1 Year
+16.56%
3 Years (annualized)
+15.86%
5 Years (annualized)
+10.33%
10 Years (annualized)
+8.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UTPIX 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
S&P Utilities Select Sector Index
This Mutual Fund (YTD)
+6.42%
Peer Avg (YTD)
+3.47%
vs Peers
+2.95%

UTPIX Mutual Fund Performance

UTPIX performance across multiple time periods: 1-month 3.40%, YTD 6.42%, 1-year 16.56%, 3-year 15.86%, 5-year 10.33%, 10-year 8.17%.

UTPIX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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