USPVX Mutual Fund

USPVX Mutual Fund

NAV$36.08
See how much of USPVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.76%
3 Months
+7.43%
6 Months
+7.98%
YTD
+12.97%
1 Year
+17.34%
3 Years (annualized)
+12.34%
5 Years (annualized)
+8.80%
10 Years (annualized)
+10.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USPVX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+12.97%
Peer Avg (YTD)
+12.44%
vs Peers
+0.53%

USPVX Mutual Fund Performance

USPVX performance across multiple time periods: 1-month 3.76%, YTD 12.97%, 1-year 17.34%, 3-year 12.34%, 5-year 8.80%, 10-year 10.73%.

USPVX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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