UBVCX Mutual Fund

UBVCX Mutual Fund

NAV$78.53
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Returns Overview

1 Month
+1.60%
3 Months
+6.53%
6 Months
+8.77%
YTD
+13.06%
1 Year
+16.57%
3 Years (annualized)
+9.15%
5 Years (annualized)
+8.34%
10 Years (annualized)
+9.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UBVCX 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
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📉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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+13.06%
Peer Avg (YTD)
+15.31%
vs Peers
-2.25%

UBVCX Mutual Fund Performance

UBVCX performance across multiple time periods: 1-month 1.60%, YTD 13.06%, 1-year 16.57%, 3-year 9.15%, 5-year 8.34%, 10-year 9.85%.

UBVCX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

UBVCX vs another fund shows side-by-side returns. UBVCX alternatives are available in the Mutual Fund Screener.