USPVX Mutual Fund

USPVX Mutual Fund

NAV$36.50
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Returns Overview

1 Month
-4.07%
3 Months
+3.29%
6 Months
+9.74%
YTD
+5.85%
1 Year
+10.39%
3 Years (annualized)
+12.34%
5 Years (annualized)
+8.80%
10 Years (annualized)
+10.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USPVX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+5.85%
Peer Avg (YTD)
+10.00%
vs Peers
-4.15%

USPVX Mutual Fund Performance

USPVX performance across multiple time periods: 1-month -4.07%, YTD 5.85%, 1-year 10.39%, 3-year 12.34%, 5-year 8.80%, 10-year 10.73%.

USPVX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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