Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UTVGX (my529 Growth Index Investment Option) | 6.07% | 22.88% | 24.69% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 07/15/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UTVGX (my529 Growth Index Investment Option) | 07/15/2021 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.26 | 22.88 | 24.69 | NA | NA | NA | NA | … | … | 6.07 | 21.04 | 36.86 | 47.17 | -33.61 | 10.79 |
| Sharpe Ratio | NA | 1.57 | 1.15 | NA | NA | NA | NA | … | … | 1.21 | 0.76 | 1.75 | 2.51 | -1.07 | 1.52 |
| Standard Deviation(%) | NA | 15.82 | 19.81 | NA | NA | NA | NA | … | … | 17.91 | 24.48 | 17.51 | 17.25 | 32.67 | 16.21 |
| Draw Down(%) | NA | 16.56 | 23.02 | NA | NA | NA | NA | … | … | 14.66 | 23.02 | 12.92 | 10.79 | 35.27 | 7.03 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, 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 |
|---|---|---|---|---|
| UTVGX (my529 Growth Index Investment Option) |
7.14%
Aug 2021 – Aug 2024 |
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 |
|---|---|---|---|---|
| UTVGX (my529 Growth Index Investment Option) |
32.34%
Dec 2022 – Dec 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart