UTPXX Mutual Fund

UTPXX Mutual Fund

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Returns Overview

1 Month
+0.30%
3 Months
+0.60%
6 Months
+1.20%
YTD
+1.20%
1 Year
+3.79%
3 Years (annualized)
+3.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UTPXX 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

This Mutual Fund (YTD)
+1.20%
Peer Avg (YTD)
+1.18%
vs Peers
+0.02%

UTPXX Mutual Fund Performance

UTPXX performance across multiple time periods: 1-month 0.30%, YTD 1.20%, 1-year 3.79%, 3-year 3.87%.

UTPXX returns outperform the peer average of 1.18% YTD. With an expense ratio of 0.15%, investors should weigh costs against performance when evaluating this mutual fund.

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