USVM ETF

$98.66

Returns Overview

1 Month
+5.11%
3 Months
+8.76%
6 Months
+15.74%
YTD
+5.93%
1 Year
+11.50%
3 Years
+14.36%
5 Years
+10.69%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would USVM 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

+5.11%

3 Months Performance

+8.76%

6 Months Performance

+15.74%

1 Year Performance

+11.50%

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This ETF (YTD)
+5.93%
Peer Avg (YTD)
+3.66%
vs Peers
+2.27%

USVM ETF Performance

USVM performance across multiple time periods: 1-month 5.11%, YTD 5.93%, 1-year 11.50%, 3-year 14.36%, 5-year 10.69%.

USVM returns outperform the peer average of 3.66% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this ETF.

USVM performance comparison shows side-by-side returns with another fund. USVM alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+5.11%N/A
3 Months+8.76%N/A
6 Months+15.74%N/A
1 Year+11.50%N/A
3 Years+14.36%N/A
5 Years+10.69%N/A

All returns shown are total returns, not annualized