UTIII Mutual Fund

UTIII Mutual Fund

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Returns Overview

1 Month
-3.34%
3 Months
-2.88%
6 Months
+10.27%
YTD
+7.79%
1 Year
+3.40%
3 Years (annualized)
+10.42%
5 Years (annualized)
+0.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UTIII 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
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📉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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.79%
Peer Avg (YTD)
+10.00%
vs Peers
-2.21%

UTIII Mutual Fund Performance

UTIII performance across multiple time periods: 1-month -3.34%, YTD 7.79%, 1-year 3.40%, 3-year 10.42%, 5-year 0.99%.

UTIII returns trail the peer average of 10.00% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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