UTPSX Mutual Fund

UTPSX Mutual Fund

NAV$71.86
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Returns Overview

1 Month
-9.29%
3 Months
-19.31%
6 Months
-21.48%
YTD
-14.52%
1 Year
-15.42%
3 Years (annualized)
+13.95%
5 Years (annualized)
+5.03%
10 Years (annualized)
+7.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UTPSX 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
S&P Utilities Select Sector Index
This Mutual Fund (YTD)
-14.52%
Peer Avg (YTD)
+5.40%
vs Peers
-19.92%

UTPSX Mutual Fund Performance

UTPSX performance across multiple time periods: 1-month -9.29%, YTD -14.52%, 1-year -15.42%, 3-year 13.95%, 5-year 5.03%, 10-year 7.29%.

UTPSX returns trail the peer average of 5.40% YTD. With an expense ratio of 2.76%, investors should weigh costs against performance when evaluating this mutual fund.

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