UVABX Mutual Fund

UVABX Mutual Fund

NAV$10.26
See how much of UVABX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.28%
3 Months
-0.38%
6 Months
+0.11%
YTD
+0.85%
1 Year
+6.68%
3 Years (annualized)
+2.62%
5 Years (annualized)
+0.08%
10 Years (annualized)
+1.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UVABX 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
Lipper Virginia Municipal Debt Funds Index
This Mutual Fund (YTD)
+0.85%
Peer Avg (YTD)
+0.23%
vs Peers
+0.62%

UVABX Mutual Fund Performance

UVABX performance across multiple time periods: 1-month -2.28%, YTD 0.85%, 1-year 6.68%, 3-year 2.62%, 5-year 0.08%, 10-year 1.27%.

UVABX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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