UTBPX Mutual Fund

UTBPX Mutual Fund

NAV$12.84
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Returns Overview

1 Month
-3.53%
3 Months
-4.47%
6 Months
-2.05%
YTD
-2.81%
1 Year
-1.59%
3 Years (annualized)
+4.43%
5 Years (annualized)
+0.29%
10 Years (annualized)
+1.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UTBPX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.81%
Peer Avg (YTD)
+0.50%
vs Peers
-3.30%

UTBPX Mutual Fund Performance

UTBPX performance across multiple time periods: 1-month -3.53%, YTD -2.81%, 1-year -1.59%, 3-year 4.43%, 5-year 0.29%, 10-year 1.75%.

UTBPX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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