UTBPX Mutual Fund

NAV$13.23

Returns Overview

1 Month
-1.64%
3 Months
-1.49%
6 Months
-2.72%
YTD
-2.51%
1 Year
+5.23%
3 Years (annualized)
+4.80%
5 Years (annualized)
+0.76%
10 Years (annualized)
+2.03%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.51%
Peer Avg (YTD)
+3.23%
vs Peers
-5.73%

UTBPX Mutual Fund Performance

UTBPX performance across multiple time periods: 1-month -1.64%, YTD -2.51%, 1-year 5.23%, 3-year 4.80%, 5-year 0.76%, 10-year 2.03%.

UTBPX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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