UVABX Mutual Fund

UVABX Mutual Fund

NAV$9.69
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Returns Overview

1 Month
-5.15%
3 Months
-8.09%
6 Months
-4.60%
YTD
-4.92%
1 Year
-3.17%
3 Years (annualized)
+3.05%
5 Years (annualized)
-0.16%
10 Years (annualized)
+1.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UVABX 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
Lipper Virginia Municipal Debt Funds Index
This Mutual Fund (YTD)
-4.92%
Peer Avg (YTD)
-3.84%
vs Peers
-1.08%

UVABX Mutual Fund Performance

UVABX performance across multiple time periods: 1-month -5.15%, YTD -4.92%, 1-year -3.17%, 3-year 3.05%, 5-year -0.16%, 10-year 1.17%.

UVABX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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