UTPIX Mutual Fund

UTPIX Mutual Fund

NAV$75.87
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Returns Overview

1 Month
-3.63%
3 Months
-8.45%
6 Months
+2.71%
YTD
+4.36%
1 Year
+4.01%
3 Years (annualized)
+13.92%
5 Years (annualized)
+8.70%
10 Years (annualized)
+8.13%

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
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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
S&P Utilities Select Sector Index
This Mutual Fund (YTD)
+4.36%
Peer Avg (YTD)
+2.39%
vs Peers
+1.97%

UTPIX Mutual Fund Performance

UTPIX performance across multiple time periods: 1-month -3.63%, YTD 4.36%, 1-year 4.01%, 3-year 13.92%, 5-year 8.70%, 10-year 8.13%.

UTPIX returns outperform the peer average of 2.39% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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