Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UTVNX (my529 Short-Term Bond Index Investment Option) | 0.37% | 3.55% | 4.37% | NA | NA | NA | NA | … | … |
Data as of 06/15/2026, Common starting date is 07/15/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UTVNX (my529 Short-Term Bond Index Investment Option) | 07/15/2021 | 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 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.28 | 3.55 | 4.37 | NA | NA | NA | NA | … | … | 0.37 | 5.91 | 3.37 | 4.74 | -5.73 | -0.85 |
| Sharpe Ratio | NA | 0.41 | 0.47 | NA | NA | NA | NA | … | … | -0.70 | 1.53 | -1.29 | 0.13 | -2.02 | -1.34 |
| Standard Deviation(%) | NA | 1.98 | 2.41 | NA | NA | NA | NA | … | … | 2.10 | 2.03 | 2.51 | 3.66 | 3.52 | 1.38 |
| Draw Down(%) | NA | 1.20 | 1.46 | NA | NA | NA | NA | … | … | 1.20 | 0.86 | 1.46 | 2.08 | 7.57 | 1.39 |
| 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 06/15/2026, 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 |
|---|---|---|---|---|
| UTVNX (my529 Short-Term Bond Index Investment Option) |
0.41%
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 |
|---|---|---|---|---|
| UTVNX (my529 Short-Term Bond Index Investment Option) |
5.09%
Feb 2023 – Feb 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart