UVPIX Mutual Fund

UVPIX Mutual Fund

NAV$6.08
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Returns Overview

1 Month
-2.70%
3 Months
+0.99%
6 Months
-0.97%
YTD
-14.41%
1 Year
-34.78%
3 Years (annualized)
-28.20%
5 Years (annualized)
-20.71%
10 Years (annualized)
-26.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UVPIX 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
S&P/BNY Mellon Emerging 50 ADR Index(^BKTEM:SP)
This Mutual Fund (YTD)
-14.41%
Peer Avg (YTD)
-0.65%
vs Peers
-13.76%

UVPIX Mutual Fund Performance

UVPIX performance across multiple time periods: 1-month -2.70%, YTD -14.41%, 1-year -34.78%, 3-year -28.20%, 5-year -20.71%, 10-year -26.39%.

UVPIX returns trail the peer average of -0.65% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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