UITIX Mutual Fund

UITIX Mutual Fund

NAV$11.88
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Returns Overview

1 Month
-4.48%
3 Months
-6.40%
6 Months
-4.07%
YTD
-3.93%
1 Year
-2.38%
3 Years (annualized)
+3.56%
5 Years (annualized)
+0.66%
10 Years (annualized)
+2.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UITIX 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
Lipper Intermediate Municipal Debt Funds Index(^LINTMUDFI)
This Mutual Fund (YTD)
-3.93%
Peer Avg (YTD)
-3.84%
vs Peers
-0.09%

UITIX Mutual Fund Performance

UITIX performance across multiple time periods: 1-month -4.48%, YTD -3.93%, 1-year -2.38%, 3-year 3.56%, 5-year 0.66%, 10-year 2.08%.

UITIX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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