UVPSX Mutual Fund

NAV$5.24

Returns Overview

1 Month
+1.08%
3 Months
-12.17%
6 Months
-12.71%
YTD
-6.48%
1 Year
-36.45%
3 Years (annualized)
-32.50%
5 Years (annualized)
-18.52%
10 Years (annualized)
-46.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UVPSX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P/BNY Mellon Emerging 50 ADR Index(^BKTEM:SP)
This Mutual Fund (YTD)
-6.48%
Peer Avg (YTD)
+12.13%
vs Peers
-18.61%

UVPSX Mutual Fund Performance

UVPSX performance across multiple time periods: 1-month 1.08%, YTD -6.48%, 1-year -36.45%, 3-year -32.50%, 5-year -18.52%, 10-year -46.39%.

UVPSX returns trail the peer average of 12.13% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

UVPSX performance comparison shows side-by-side returns with another fund. UVPSX alternatives are available in the Mutual Fund Screener.