UVPSX Mutual Fund

UVPSX Mutual Fund

NAV$5.44
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Returns Overview

1 Month
-2.66%
3 Months
+0.92%
6 Months
-1.62%
YTD
-15.04%
1 Year
-35.55%
3 Years (annualized)
-29.03%
5 Years (annualized)
-21.58%
10 Years (annualized)
-27.15%

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
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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
S&P/BNY Mellon Emerging 50 ADR Index(^BKTEM:SP)
This Mutual Fund (YTD)
-15.04%
Peer Avg (YTD)
-0.65%
vs Peers
-14.39%

UVPSX Mutual Fund Performance

UVPSX performance across multiple time periods: 1-month -2.66%, YTD -15.04%, 1-year -35.55%, 3-year -29.03%, 5-year -21.58%, 10-year -27.15%.

UVPSX returns trail the peer average of -0.65% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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