UTTLI Mutual Fund

UTTLI Mutual Fund

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Returns Overview

1 Month
-0.16%
3 Months
+4.98%
6 Months
+7.89%
YTD
+10.86%
1 Year
+11.15%
3 Years (annualized)
+8.98%
5 Years (annualized)
+1.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UTTLI 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 500 Index(SPX)
This Mutual Fund (YTD)
+10.86%
Peer Avg (YTD)
+11.41%
vs Peers
-0.55%

UTTLI Mutual Fund Performance

UTTLI performance across multiple time periods: 1-month -0.16%, YTD 10.86%, 1-year 11.15%, 3-year 8.98%, 5-year 1.15%.

UTTLI returns trail the peer average of 11.41% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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