USVM ETF

USVM ETF
$103.02
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Returns Overview

1 Month
-4.53%
3 Months
-5.67%
6 Months
+12.32%
YTD
+13.88%
1 Year
+16.18%
3 Years (annualized)
+16.74%
5 Years (annualized)
+8.44%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would USVM 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
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🏦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
Russell 3000 Index(^RUA)
This ETF (YTD)
+13.88%
Peer Avg (YTD)
+10.34%
vs Peers
+3.55%

USVM ETF Performance

USVM performance across multiple time periods: 1-month -4.53%, YTD 13.88%, 1-year 16.18%, 3-year 16.74%, 5-year 8.44%.

USVM returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-4.53%N/A
3 Months-5.67%N/A
6 Months+12.32%N/A
1 Year+16.18%N/A
3 Years+16.74%N/A
5 Years+8.44%N/A

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