UNAVX Mutual Fund

UNAVX Mutual Fund

NAV$25.17
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Returns Overview

1 Month
-2.95%
3 Months
-2.98%
6 Months
-3.17%
YTD
-6.67%
1 Year
-9.20%
3 Years (annualized)
+1.52%
5 Years (annualized)
+4.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UNAVX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-6.67%
Peer Avg (YTD)
+5.11%
vs Peers
-11.79%

UNAVX Mutual Fund Performance

UNAVX performance across multiple time periods: 1-month -2.95%, YTD -6.67%, 1-year -9.20%, 3-year 1.52%, 5-year 4.77%.

UNAVX returns trail the peer average of 5.11% YTD. With an expense ratio of 2.26%, investors should weigh costs against performance when evaluating this mutual fund.

UNAVX vs another fund shows side-by-side returns. UNAVX alternatives are available in the Mutual Fund Screener.