UVPIX Mutual Fund

UVPIX Mutual Fund

NAV$5.92
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Returns Overview

1 Month
-0.31%
3 Months
-1.74%
6 Months
-13.31%
YTD
-7.34%
1 Year
-11.33%
3 Years (annualized)
-31.07%
5 Years (annualized)
-20.67%
10 Years (annualized)
-25.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UVPIX 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/BNY Mellon Emerging 50 ADR Index(^BKTEM:SP)
This Mutual Fund (YTD)
-7.34%
Peer Avg (YTD)
+7.57%
vs Peers
-14.91%

UVPIX Mutual Fund Performance

UVPIX performance across multiple time periods: 1-month -0.31%, YTD -7.34%, 1-year -11.33%, 3-year -31.07%, 5-year -20.67%, 10-year -25.75%.

UVPIX returns trail the peer average of 7.57% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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