UTEIX Mutual Fund

UTEIX Mutual Fund

NAV$11.93
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Returns Overview

1 Month
-4.51%
3 Months
-6.47%
6 Months
-4.21%
YTD
-4.22%
1 Year
-2.75%
3 Years (annualized)
+3.30%
5 Years (annualized)
+0.40%
10 Years (annualized)
+1.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UTEIX 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)
-4.22%
Peer Avg (YTD)
-3.84%
vs Peers
-0.38%

UTEIX Mutual Fund Performance

UTEIX performance across multiple time periods: 1-month -4.51%, YTD -4.22%, 1-year -2.75%, 3-year 3.30%, 5-year 0.40%, 10-year 1.59%.

UTEIX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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