UTSXX Mutual Fund

UTSXX Mutual Fund

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Returns Overview

1 Month
+0.24%
3 Months
+0.73%
6 Months
+1.44%
YTD
+1.89%
1 Year
+2.94%
3 Years (annualized)
+2.20%
5 Years (annualized)
+1.86%
10 Years (annualized)
+1.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UTSXX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P US Treasury Bill 0-3(^SPBDUB3T:SP)
This Mutual Fund (YTD)
+1.89%
Peer Avg (YTD)
+2.25%
vs Peers
-0.36%

UTSXX Mutual Fund Performance

UTSXX performance across multiple time periods: 1-month 0.24%, YTD 1.89%, 1-year 2.94%, 3-year 2.20%, 5-year 1.86%, 10-year 1.82%.

UTSXX returns trail the peer average of 2.25% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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