UFIV ETF

UFIV ETF
$47.83
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Returns Overview

1 Month
-0.96%
3 Months
-1.12%
6 Months
-1.19%
YTD
-1.20%
1 Year
+1.27%
3 Years (annualized)
+3.22%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would UFIV 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
Bloomberg US Treasury Bellwether 5Y Total Return USD Unhedged Index(BUTL)
This ETF (YTD)
-1.20%
Peer Avg (YTD)
-0.32%
vs Peers
-0.88%

UFIV ETF Performance

UFIV performance across multiple time periods: 1-month -0.96%, YTD -1.20%, 1-year 1.27%, 3-year 3.22%.

UFIV returns trail the peer average of -0.32% YTD. With an expense ratio of 0.15%, investors should weigh costs against performance when evaluating this ETF.

UFIV vs another fund shows side-by-side returns. UFIV alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.96%N/A
3 Months-1.12%N/A
6 Months-1.19%N/A
1 Year+1.27%N/A
3 Years+3.22%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized