UVPSX Mutual Fund

UVPSX Mutual Fund

NAV$5.70
See how much of UVPSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+8.13%
3 Months
+8.97%
6 Months
+9.97%
YTD
-0.80%
1 Year
-2.20%
3 Years (annualized)
-33.90%
5 Years (annualized)
-21.38%
10 Years (annualized)
-25.11%

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

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)
-0.80%
Peer Avg (YTD)
+1.16%
vs Peers
-1.96%

UVPSX Mutual Fund Performance

UVPSX performance across multiple time periods: 1-month 8.13%, YTD -0.80%, 1-year -2.20%, 3-year -33.90%, 5-year -21.38%, 10-year -25.11%.

UVPSX returns trail the peer average of 1.16% 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.