UTAHX Mutual Fund

UTAHX Mutual Fund

NAV$9.22
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Returns Overview

1 Month
-3.68%
3 Months
-5.16%
6 Months
-3.41%
YTD
-3.81%
1 Year
-2.21%
3 Years (annualized)
+2.64%
5 Years (annualized)
+0.68%
10 Years (annualized)
+2.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UTAHX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-3.81%
Peer Avg (YTD)
-3.82%
vs Peers
+0.01%

UTAHX Mutual Fund Performance

UTAHX performance across multiple time periods: 1-month -3.68%, YTD -3.81%, 1-year -2.21%, 3-year 2.64%, 5-year 0.68%, 10-year 2.60%.

UTAHX returns outperform the peer average of -3.82% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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