Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
UTAAX (Target Enrollment 2020/2021 Investment Option) NA 1.63% NA NA NA NA NA
Data as of 07/12/2023, Common starting date is 07/15/2021
More Performance Analytics Comparison
Name Start Date End Date
UTAAX (Target Enrollment 2020/2021 Investment Option) 07/15/2021 07/12/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2023 2022 2021
Annualized Return (%) -0.44 1.63 NA NA NA NA NA 2.73 -9.20 0.78
Sharpe Ratio NA -0.36 NA NA NA NA NA 0.19 -1.84 0.51
Standard Deviation(%) NA 5.26 NA NA NA NA NA 4.08 5.78 3.19
Draw Down(%) NA 6.41 NA NA NA NA NA 2.53 11.97 1.56
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 07/12/2023, Common starting date is 07/15/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
UTAAX (Target Enrollment 2020/2021 Investment Option) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
UTAAX (Target Enrollment 2020/2021 Investment Option) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return