Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UTVSX (my529 Small Cap Index Investment Option) | 14.91% | 29.75% | 17.59% | 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 |
|---|---|---|
| UTVSX (my529 Small 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 (%) | 0.64 | 29.75 | 17.59 | NA | NA | NA | NA | … | … | 14.91 | 10.87 | 15.03 | 19.36 | -17.76 | 4.67 |
| Sharpe Ratio | NA | 1.66 | 0.73 | NA | NA | NA | NA | … | … | 2.09 | 0.34 | 0.49 | 0.81 | -0.70 | 0.58 |
| Standard Deviation(%) | NA | 16.33 | 19.74 | NA | NA | NA | NA | … | … | 17.16 | 23.85 | 17.50 | 18.75 | 27.34 | 17.70 |
| Draw Down(%) | NA | 8.92 | 25.00 | NA | NA | NA | NA | … | … | 8.92 | 22.94 | 8.24 | 15.72 | 25.02 | 10.13 |
| 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 |
|---|---|---|---|---|
| UTVSX (my529 Small Cap Index Investment Option) |
2.25%
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 |
|---|---|---|---|---|
| UTVSX (my529 Small Cap Index Investment Option) |
18.53%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart