USPVX Mutual Fund

USPVX Mutual Fund

NAV$37.23
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Returns Overview

1 Month
+5.27%
3 Months
+6.72%
6 Months
+7.06%
YTD
+7.89%
1 Year
+17.42%
3 Years (annualized)
+9.51%
5 Years (annualized)
+8.64%
10 Years (annualized)
+10.76%

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
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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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+7.89%
Peer Avg (YTD)
+11.41%
vs Peers
-3.53%

USPVX Mutual Fund Performance

USPVX performance across multiple time periods: 1-month 5.27%, YTD 7.89%, 1-year 17.42%, 3-year 9.51%, 5-year 8.64%, 10-year 10.76%.

USPVX returns trail the peer average of 11.41% 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.