UAVAX Mutual Fund

UAVAX Mutual Fund

NAV$20.43
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Returns Overview

1 Month
-0.05%
3 Months
-1.40%
6 Months
+9.81%
YTD
+9.45%
1 Year
+17.75%
3 Years (annualized)
+8.14%
5 Years (annualized)
+4.44%
10 Years (annualized)
+4.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UAVAX 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
Lipper Multi-Cap Value Funds Index
This Mutual Fund (YTD)
+9.45%
Peer Avg (YTD)
+8.28%
vs Peers
+1.17%

UAVAX Mutual Fund Performance

UAVAX performance across multiple time periods: 1-month -0.05%, YTD 9.45%, 1-year 17.75%, 3-year 8.14%, 5-year 4.44%, 10-year 4.96%.

UAVAX returns outperform the peer average of 8.28% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

UAVAX performance comparison shows side-by-side returns with another fund. UAVAX alternatives are available in the Mutual Fund Screener.