USPVX Mutual Fund

NAV$37.27

Returns Overview

1 Month
-1.64%
3 Months
+6.25%
6 Months
+3.43%
YTD
+2.48%
1 Year
+13.93%
3 Years (annualized)
+9.16%
5 Years (annualized)
+7.55%
10 Years (annualized)
+10.66%

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

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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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+2.48%
Peer Avg (YTD)
+9.49%
vs Peers
-7.01%

USPVX Mutual Fund Performance

USPVX performance across multiple time periods: 1-month -1.64%, YTD 2.48%, 1-year 13.93%, 3-year 9.16%, 5-year 7.55%, 10-year 10.66%.

USPVX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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