UVALX Mutual Fund

UVALX Mutual Fund

NAV$22.38
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Returns Overview

1 Month
-3.93%
3 Months
+2.74%
6 Months
+10.80%
YTD
+11.14%
1 Year
+16.83%
3 Years (annualized)
+18.25%
5 Years (annualized)
+11.80%
10 Years (annualized)
+10.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UVALX 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
Lipper Multi-Cap Value Funds Index
This Mutual Fund (YTD)
+11.14%
Peer Avg (YTD)
+10.00%
vs Peers
+1.14%

UVALX Mutual Fund Performance

UVALX performance across multiple time periods: 1-month -3.93%, YTD 11.14%, 1-year 16.83%, 3-year 18.25%, 5-year 11.80%, 10-year 10.92%.

UVALX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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