UTF ETF

$27.54

Returns Overview

1 Month
+2.28%
3 Months
+8.98%
6 Months
+18.14%
YTD
+16.74%
1 Year
+20.12%
3 Years
+17.41%
5 Years
+8.90%
10 Years
+15.09%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would UTF have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

+2.28%

3 Months Performance

+8.98%

6 Months Performance

+18.14%

1 Year Performance

+20.12%

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This ETF (YTD)
+16.74%
Peer Avg (YTD)
+9.18%
vs Peers
+7.56%

UTF ETF Performance

UTF performance across multiple time periods: 1-month 2.28%, YTD 16.74%, 1-year 20.12%, 3-year 17.41%, 5-year 8.90%, 10-year 15.09%.

UTF returns outperform the peer average of 9.18% YTD. With an expense ratio of 3.42%, investors should weigh costs against performance when evaluating this ETF.

UTF performance comparison shows side-by-side returns with another fund. UTF alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+2.28%May 26, 2026 to Jun 25, 2026
3 Months+8.98%Mar 25, 2026 to Jun 25, 2026
6 Months+18.14%Dec 26, 2025 to Jun 25, 2026
1 Year+20.12%N/A
3 Years+17.41%N/A
5 Years+8.90%N/A

All returns shown are total returns, not annualized