Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UTVMX (my529 Mid Cap Index Investment Option) | 10.95% | 19.46% | 16.95% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/15/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UTVMX (my529 Mid Cap Index Investment Option) | 07/15/2021 | 06/05/2026 |
| 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 (%) | 1.54 | 19.46 | 16.95 | NA | NA | NA | NA | … | … | 10.95 | 13.24 | 14.47 | 16.48 | -18.90 | 9.16 |
| Sharpe Ratio | NA | 1.36 | 0.87 | NA | NA | NA | NA | … | … | 1.82 | 0.53 | 0.84 | 0.84 | -0.79 | 1.41 |
| Standard Deviation(%) | NA | 12.37 | 15.72 | NA | NA | NA | NA | … | … | 13.68 | 19.79 | 12.93 | 15.38 | 25.81 | 14.75 |
| Draw Down(%) | NA | 8.10 | 18.87 | NA | NA | NA | NA | … | … | 8.10 | 17.29 | 7.17 | 14.04 | 26.21 | 7.67 |
| 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 06/05/2026, 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 |
|---|---|---|---|---|
| UTVMX (my529 Mid Cap Index Investment Option) |
2.56%
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 |
|---|---|---|---|---|
| UTVMX (my529 Mid Cap Index Investment Option) |
17.82%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart