UIVM ETF

UIVM ETF
$77.68
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Returns Overview

1 Month
+5.55%
3 Months
+8.42%
6 Months
+11.68%
YTD
+19.78%
1 Year
+35.31%
3 Years (annualized)
+24.18%
5 Years (annualized)
+13.33%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would UIVM 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
MSCI World ex USA Select Value Momentum Blend Index
This ETF (YTD)
+19.78%
Peer Avg (YTD)
+11.12%
vs Peers
+8.66%

UIVM ETF Performance

UIVM performance across multiple time periods: 1-month 5.55%, YTD 19.78%, 1-year 35.31%, 3-year 24.18%, 5-year 13.33%.

UIVM returns outperform the peer average of 11.12% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+5.55%N/A
3 Months+8.42%N/A
6 Months+11.68%N/A
1 Year+35.31%N/A
3 Years+24.18%N/A
5 Years+13.33%N/A

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