Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UTVTX (my529 Total Stock Market Index Investment Option) | 11.65% | 28.67% | 22.25% | 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 |
|---|---|---|
| UTVTX (my529 Total Stock Market 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 (%) | 0.23 | 28.67 | 22.25 | NA | NA | NA | NA | … | … | 11.65 | 18.52 | 26.37 | 26.35 | -19.83 | 8.75 |
| Sharpe Ratio | NA | 2.14 | 1.20 | NA | NA | NA | NA | … | … | 1.98 | 0.78 | 1.52 | 1.62 | -0.85 | 1.47 |
| Standard Deviation(%) | NA | 12.17 | 15.82 | NA | NA | NA | NA | … | … | 13.57 | 20.39 | 13.14 | 13.78 | 25.04 | 13.43 |
| Draw Down(%) | NA | 8.91 | 19.41 | NA | NA | NA | NA | … | … | 8.91 | 19.41 | 8.58 | 10.75 | 25.43 | 5.23 |
| 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 |
|---|---|---|---|---|
| UTVTX (my529 Total Stock Market Index Investment Option) |
7.24%
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 |
|---|---|---|---|---|
| UTVTX (my529 Total Stock Market Index Investment Option) |
23.95%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart