UNAVX Mutual Fund

NAV$25.88
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Returns Overview

1 Month
-2.27%
3 Months
-0.19%
6 Months
-3.77%
YTD
-3.80%
1 Year
-2.65%
3 Years (annualized)
+1.51%
5 Years (annualized)
+5.51%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
-3.80%
Peer Avg (YTD)
+3.78%
vs Peers
-7.58%

UNAVX Mutual Fund Performance

UNAVX performance across multiple time periods: 1-month -2.27%, YTD -3.80%, 1-year -2.65%, 3-year 1.51%, 5-year 5.51%.

UNAVX returns trail the peer average of 3.78% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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