UNAVX Mutual Fund

UNAVX Mutual Fund

NAV$25.79
See how much of UNAVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.23%
3 Months
-0.23%
6 Months
-4.21%
YTD
-4.03%
1 Year
-3.17%
3 Years (annualized)
+1.02%
5 Years (annualized)
+4.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UNAVX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
-4.03%
Peer Avg (YTD)
+4.85%
vs Peers
-8.88%

UNAVX Mutual Fund Performance

UNAVX performance across multiple time periods: 1-month -0.23%, YTD -4.03%, 1-year -3.17%, 3-year 1.02%, 5-year 4.96%.

UNAVX returns trail the peer average of 4.85% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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