Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UTVUX (my529 Small Cap Value Index Investment Option) | 12.44% | 27.14% | 17.09% | 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 |
|---|---|---|
| UTVUX (my529 Small Cap Value 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 (%) | 0.93 | 27.14 | 17.09 | NA | NA | NA | NA | … | … | 12.44 | 10.83 | 12.67 | 17.01 | -9.36 | 6.77 |
| Sharpe Ratio | NA | 1.60 | 0.73 | NA | NA | NA | NA | … | … | 1.89 | 0.35 | 0.36 | 0.69 | -0.43 | 0.81 |
| Standard Deviation(%) | NA | 15.31 | 18.94 | NA | NA | NA | NA | … | … | 15.31 | 23.04 | 16.97 | 18.61 | 24.84 | 18.68 |
| Draw Down(%) | NA | 8.91 | 23.76 | NA | NA | NA | NA | … | … | 8.91 | 21.13 | 8.59 | 14.93 | 20.24 | 9.08 |
| 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 |
|---|---|---|---|---|
| UTVUX (my529 Small Cap Value Index Investment Option) |
4.07%
Mar 2022 – Mar 2025 |
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 |
|---|---|---|---|---|
| UTVUX (my529 Small Cap Value Index Investment Option) |
17.99%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart