Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UTVWX (my529 International Growth Investment Option) | 2.24% | 8.08% | 11.27% | 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 |
|---|---|---|
| UTVWX (my529 International Growth 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 (%) | -3.65 | 8.08 | 11.27 | NA | NA | NA | NA | … | … | 2.24 | 20.81 | 11.23 | 14.82 | -31.05 | -4.85 |
| Sharpe Ratio | NA | 0.52 | 0.48 | NA | NA | NA | NA | … | … | 0.49 | 0.84 | 0.30 | 0.61 | -0.97 | -0.57 |
| Standard Deviation(%) | NA | 17.90 | 19.03 | NA | NA | NA | NA | … | … | 21.69 | 21.85 | 15.73 | 17.51 | 33.29 | 17.87 |
| Draw Down(%) | NA | 14.09 | 20.04 | NA | NA | NA | NA | … | … | 14.09 | 20.04 | 9.19 | 18.91 | 40.94 | 14.98 |
| 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 |
|---|---|---|---|---|
| UTVWX (my529 International Growth Investment Option) |
-6.78%
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 |
|---|---|---|---|---|
| UTVWX (my529 International Growth Investment Option) |
19.60%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart