UVALX Mutual Fund

UVALX Mutual Fund

NAV$22.91
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Returns Overview

1 Month
+4.35%
3 Months
+6.20%
6 Months
+9.90%
YTD
+12.88%
1 Year
+26.04%
3 Years (annualized)
+16.67%
5 Years (annualized)
+11.64%
10 Years (annualized)
+11.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UVALX 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
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📉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
Lipper Multi-Cap Value Funds Index
This Mutual Fund (YTD)
+12.88%
Peer Avg (YTD)
+11.41%
vs Peers
+1.46%

UVALX Mutual Fund Performance

UVALX performance across multiple time periods: 1-month 4.35%, YTD 12.88%, 1-year 26.04%, 3-year 16.67%, 5-year 11.64%, 10-year 11.69%.

UVALX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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