UIVM ETF

$77.38

Returns Overview

1 Month
-1.87%
3 Months
+7.89%
6 Months
+11.64%
YTD
+11.82%
1 Year
+26.34%
3 Years (annualized)
+22.55%
5 Years (annualized)
+11.75%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World ex USA Select Value Momentum Blend Index
This ETF (YTD)
+11.82%
Peer Avg (YTD)
+8.71%
vs Peers
+3.11%

UIVM ETF Performance

UIVM performance across multiple time periods: 1-month -1.87%, YTD 11.82%, 1-year 26.34%, 3-year 22.55%, 5-year 11.75%.

UIVM returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-1.87%N/A
3 Months+7.89%N/A
6 Months+11.64%N/A
1 Year+26.34%N/A
3 Years+22.55%N/A
5 Years+11.75%N/A

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