UIVM ETF

UIVM ETF
$72.88
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Returns Overview

1 Month
+1.64%
3 Months
+5.42%
6 Months
+4.31%
YTD
+22.58%
1 Year
+32.27%
3 Years (annualized)
+21.18%
5 Years (annualized)
+9.00%

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)
+22.58%
Peer Avg (YTD)
+12.12%
vs Peers
+10.46%

UIVM ETF Performance

UIVM performance across multiple time periods: 1-month 1.64%, YTD 22.58%, 1-year 32.27%, 3-year 21.18%, 5-year 9.00%.

UIVM returns outperform the peer average of 12.12% 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+1.64%N/A
3 Months+5.42%N/A
6 Months+4.31%N/A
1 Year+32.27%N/A
3 Years+21.18%N/A
5 Years+9.00%N/A

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