UVPSX Mutual Fund

UVPSX Mutual Fund

NAV$5.28
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Returns Overview

1 Month
-0.32%
3 Months
-1.91%
6 Months
-13.85%
YTD
-8.26%
1 Year
-12.51%
3 Years (annualized)
-31.91%
5 Years (annualized)
-21.56%
10 Years (annualized)
-26.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UVPSX 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)
-8.26%
Peer Avg (YTD)
+7.57%
vs Peers
-15.84%

UVPSX Mutual Fund Performance

UVPSX performance across multiple time periods: 1-month -0.32%, YTD -8.26%, 1-year -12.51%, 3-year -31.91%, 5-year -21.56%, 10-year -26.50%.

UVPSX returns trail the peer average of 7.57% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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