UVAIX Mutual Fund

UVAIX Mutual Fund

NAV$10.29
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Returns Overview

1 Month
-2.25%
3 Months
-0.31%
6 Months
+0.22%
YTD
+0.99%
1 Year
+6.93%
3 Years (annualized)
+2.87%
5 Years (annualized)
+0.19%
10 Years (annualized)
+1.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UVAIX 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
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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)
+0.99%
Peer Avg (YTD)
+0.23%
vs Peers
+0.76%

UVAIX Mutual Fund Performance

UVAIX performance across multiple time periods: 1-month -2.25%, YTD 0.99%, 1-year 6.93%, 3-year 2.87%, 5-year 0.19%, 10-year 1.66%.

UVAIX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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