UTAVX Mutual Fund

UTAVX Mutual Fund

NAV$9.22
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Returns Overview

1 Month
-3.68%
3 Months
-5.17%
6 Months
-3.41%
YTD
-3.72%
1 Year
-2.21%
3 Years (annualized)
+2.98%
5 Years (annualized)
+0.36%
10 Years (annualized)
+1.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UTAVX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-3.72%
Peer Avg (YTD)
-3.84%
vs Peers
+0.12%

UTAVX Mutual Fund Performance

UTAVX performance across multiple time periods: 1-month -3.68%, YTD -3.72%, 1-year -2.21%, 3-year 2.98%, 5-year 0.36%, 10-year 1.34%.

UTAVX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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