Performance analysis of Universal Technical Institute (UTI)
Annual Return
Over the past 3 years, UTI has had an average annual return of +73.56%, outperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, UTI has had an average annual return of +45.25%, outperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, UTI has had an average annual return of +30.40%, outperforming the benchmark SPY, which returned +15.04% annual.
Since Dec 18, 2003, UTI has had an average annual return of +2.52%, underperforming the benchmark SPY, which returned +10.89% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +42.83% | +1.63% | +105.35% | +86.32% | -14.06% | +21.04% | -16.22% | +111.25% | +52.13% | -17.54% | -37.31% | -51.08% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -26.71% | +43.11% | -18.78% | -41.96% | +16.36% | +17.64% | +1.01% | -23.47% | -28.22% | -18.83% | +27.07% | +15.12% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.50% | +30.08% | -0.28% | +3.97% | -0.32% | +14.33% | -12.74% | +42.83% | |||||
| 2025 | +6.68% | +2.95% | -9.06% | +9.27% | +26.61% | -4.62% | -4.93% | -17.47% | +22.41% | -8.69% | -22.55% | +13.51% | +1.63% |
| 2024 | +12.78% | +6.52% | +5.98% | -4.52% | +3.89% | -0.51% | +20.41% | -7.86% | -6.83% | +2.34% | +55.46% | -0.62% | +105.35% |
| 2023 | +12.82% | -4.24% | +1.64% | -4.32% | -8.92% | +7.48% | +5.32% | +9.50% | +5.15% | +4.16% | +33.67% | +7.29% | +86.32% |
| 2022 | -7.15% | +19.02% | +2.44% | +17.04% | -12.34% | -21.48% | +12.77% | -14.68% | -20.71% | +26.87% | +4.93% | -7.20% | -14.06% |
| 2021 | -5.89% | +0.84% | -4.72% | -3.61% | +7.44% | +7.28% | -6.33% | +14.66% | -3.02% | +4.15% | +19.31% | -6.91% | +21.04% |
| 2020 | -0.28% | -3.76% | -19.60% | +8.08% | +15.25% | -6.23% | +6.92% | -5.12% | -27.94% | -9.63% | +42.91% | -1.52% | -16.22% |
| 2019 | -6.29% | +2.05% | -2.32% | -0.56% | +0% | +1.19% | +7.25% | +55.95% | -5.23% | +8.84% | -0.83% | +31.34% | +111.25% |
| 2018 | +15.87% | -2.91% | +8.90% | +6.44% | +0% | +0.68% | +3.17% | -16.30% | -2.19% | -1.20% | +22.49% | +13.34% | +52.13% |
| 2017 | +10.31% | +8.08% | -0.55% | +4.93% | +1.35% | -2.72% | -0.24% | -0.60% | -1.98% | -3.99% | +10.47% | -34.80% | -17.54% |
Drawdown analysis of Universal Technical Institute (UTI)
The maximum drawdown for the UTI was -96.06%, occurring on Oct 31, 2016. Recovery took 2360 trading sessions.
The current UTI drawdown is -27.11%.
Since Dec 18, 2003 UTI has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -96.06% | May 13, 2004 | 3139 | Oct 31, 2016 | 2360 | Mar 24, 2026 | 5499 |
| -27.11% | Jul 7, 2026 | 10 | Jul 21, 2026 | Ongoing | Ongoing | Ongoing |
| -18.26% | Jun 4, 2026 | 7 | Jun 15, 2026 | 11 | Jul 1, 2026 | 18 |
| -16.31% | Mar 10, 2004 | 8 | Mar 22, 2004 | 23 | Apr 23, 2004 | 31 |
| -13.06% | May 14, 2026 | 3 | May 19, 2026 | 9 | Jun 2, 2026 | 12 |
| -11.22% | Mar 25, 2026 | 13 | Apr 14, 2026 | 21 | May 13, 2026 | 34 |
| -10.00% | Jan 8, 2004 | 6 | Jan 16, 2004 | 5 | Jan 26, 2004 | 11 |
| -7.28% | Jan 26, 2004 | 1 | Jan 27, 2004 | 12 | Feb 12, 2004 | 13 |
| -5.28% | Apr 23, 2004 | 1 | Apr 26, 2004 | 2 | Apr 28, 2004 | 3 |
| -3.27% | May 5, 2004 | 3 | May 10, 2004 | 2 | May 12, 2004 | 5 |
| -1.97% | Feb 17, 2004 | 6 | Feb 25, 2004 | 1 | Feb 26, 2004 | 7 |
| -1.46% | Apr 29, 2004 | 1 | Apr 30, 2004 | 2 | May 4, 2004 | 3 |
| -0.22% | Jan 6, 2004 | 1 | Jan 7, 2004 | 1 | Jan 8, 2004 | 2 |
| -0.10% | Dec 23, 2003 | 1 | Dec 24, 2003 | 1 | Dec 26, 2003 | 2 |
| -0.03% | Mar 5, 2004 | 1 | Mar 8, 2004 | 1 | Mar 9, 2004 | 2 |