Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UTDLX (my529 US Large Cap Value Investment Option) | 16.89% | 32.48% | 18.27% | NA | NA | NA | NA | … | … |
Data as of 06/15/2026, Common starting date is 11/09/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UTDLX (my529 US Large Cap Value Investment Option) | 11/09/2022 | 06/15/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.54 | 32.48 | 18.27 | NA | NA | NA | NA | … | … | 16.89 | 17.49 | 13.66 | 11.55 | 1.72 |
| Sharpe Ratio | NA | 2.49 | 1.04 | NA | NA | NA | NA | … | … | 2.96 | 0.81 | 0.58 | 0.51 | 0.54 |
| Standard Deviation(%) | NA | 11.53 | 14.61 | NA | NA | NA | NA | … | … | 12.33 | 18.42 | 12.31 | 14.42 | 18.83 |
| Draw Down(%) | NA | 5.86 | 16.43 | NA | NA | NA | NA | … | … | 5.86 | 15.06 | 8.55 | 10.99 | 6.37 |
| 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 |
Data as of 06/15/2026, Common starting date is 11/09/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UTDLX (my529 US Large Cap Value Investment Option) |
12.86%
Jan 2023 – Jan 2026 |
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 |
|---|---|---|---|---|
| UTDLX (my529 US Large Cap Value Investment Option) |
19.91%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart