UTPSX Mutual Fund

UTPSX Mutual Fund

NAV$70.13
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Returns Overview

1 Month
-3.71%
3 Months
-8.68%
6 Months
+2.21%
YTD
+3.78%
1 Year
+3.85%
3 Years (annualized)
+12.80%
5 Years (annualized)
+7.63%
10 Years (annualized)
+7.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UTPSX 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)
+3.78%
Peer Avg (YTD)
+2.39%
vs Peers
+1.39%

UTPSX Mutual Fund Performance

UTPSX performance across multiple time periods: 1-month -3.71%, YTD 3.78%, 1-year 3.85%, 3-year 12.80%, 5-year 7.63%, 10-year 7.08%.

UTPSX returns outperform the peer average of 2.39% YTD. With an expense ratio of 2.76%, investors should weigh costs against performance when evaluating this mutual fund.

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