UFIV ETF

UFIV ETF
$46.70
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Returns Overview

1 Month
-2.46%
3 Months
-3.70%
6 Months
-3.87%
YTD
-3.93%
1 Year
-2.06%
3 Years (annualized)
+3.14%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would UFIV 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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Treasury Bellwether 5Y Total Return USD Unhedged Index(BUTL)
This ETF (YTD)
-3.93%
Peer Avg (YTD)
-1.65%
vs Peers
-2.28%

UFIV ETF Performance

UFIV performance across multiple time periods: 1-month -2.46%, YTD -3.93%, 1-year -2.06%, 3-year 3.14%.

UFIV returns trail the peer average of -1.65% YTD. With an expense ratio of 0.15%, investors should weigh costs against performance when evaluating this ETF.

UFIV vs another fund shows side-by-side returns. UFIV alternatives are available in the ETF Screener.

Compare UFIV

UFIV vs SPYUFIV vs QQQUFIV vs VOOUFIV vs VTIUFIV vs IVVUFIV vs SCHDUFIV vs VYMUFIV vs VXUS

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-2.46%N/A
3 Months-3.70%N/A
6 Months-3.87%N/A
1 Year-2.06%N/A
3 Years+3.14%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized