UTAYX Mutual Fund

UTAYX Mutual Fund

NAV$9.25
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Returns Overview

1 Month
-3.65%
3 Months
-5.09%
6 Months
-3.30%
YTD
-3.59%
1 Year
-2.04%
3 Years (annualized)
+2.93%
5 Years (annualized)
+1.00%
10 Years (annualized)
+2.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UTAYX 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)
-3.59%
Peer Avg (YTD)
-3.82%
vs Peers
+0.24%

UTAYX Mutual Fund Performance

UTAYX performance across multiple time periods: 1-month -3.65%, YTD -3.59%, 1-year -2.04%, 3-year 2.93%, 5-year 1.00%, 10-year 2.97%.

UTAYX returns outperform the peer average of -3.82% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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