Performance analysis of Univest Financial (UVSP)
Annual Return
Over the past 3 years, UVSP has had an average annual return of +31.26%, outperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, UVSP has had an average annual return of +9.76%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, UVSP has had an average annual return of +10.23%, underperforming the benchmark SPY, which returned +15.45% annual.
Since Nov 1, 1999, UVSP has had an average annual return of +7.87%, underperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +20.68% | +14.23% | +38.69% | -12.07% | -9.95% | +49.59% | -20.43% | +28.09% | -20.77% | -6.63% | +53.44% | +7.39% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +1.85% | +26.22% | +22.73% | -19.44% | +14.21% | -43.10% | +57.21% | -28.25% | +29.12% | -18.76% | +10.87% | +33.55% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +17.98% | +62.19% | -9.18% | +6.15% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.22% | +1.88% | +2.12% | +10.89% | +4.43% | -1.04% | +20.68% | ||||||
| 2025 | +2.98% | +1.24% | -7.20% | +4.16% | +0.66% | +1.76% | -3.99% | +10.66% | -5.21% | -2.20% | +9.12% | +2.96% | +14.23% |
| 2024 | -3.59% | -4.75% | +4% | +0.24% | +5.45% | +4.73% | +21.11% | +3.78% | -1.12% | -1.10% | +14.87% | -7.08% | +38.69% |
| 2023 | +3.90% | +4.63% | -15.81% | -15.25% | -10.77% | +1.97% | +7.85% | -6.76% | -3.39% | -4.14% | +14.73% | +16.62% | -12.07% |
| 2022 | +0.70% | -3.19% | -7.66% | -5.83% | +6.04% | -4.00% | -1.97% | +0.27% | -5.32% | +19.85% | +1% | -7.37% | -9.95% |
| 2021 | +9.09% | +12.91% | +13.68% | -2.31% | +5.14% | -9.57% | +3.75% | -0.32% | +1.15% | +4.78% | -3.30% | +8.52% | +49.59% |
| 2020 | -7.24% | -5.80% | -29.52% | +8.46% | -7.12% | -0.62% | -5.27% | +5.24% | -9.61% | +10.37% | +15.45% | +12.40% | -20.43% |
| 2019 | +8.90% | +12.86% | -7.01% | +3.11% | -5.31% | +10.88% | +4.57% | -7.83% | +1.58% | +0.94% | +1.40% | +3.32% | +28.09% |
| 2018 | -0.18% | -2.14% | +1.80% | +3.79% | +1.22% | -4.84% | -0.73% | +4.40% | -6.53% | -5.63% | +2.16% | -14.66% | -20.77% |
| 2017 | -8.90% | -1.07% | -6.32% | +16.99% | -9.08% | +9.48% | +1.84% | -4.43% | +10.54% | -8.44% | -4.10% | +0.52% | -6.63% |
Drawdown analysis of Univest Financial (UVSP)
The maximum drawdown for the UVSP was -62.00%, occurring on Sep 21, 2011. Recovery took 1296 trading sessions.
The current UVSP drawdown is -2.13%.
Since Nov 1, 1999 UVSP has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 4 times
- 30% or more: 4 times
- 20% or more: 7 times
- 10% or more: 14 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -62.00% | Sep 30, 2008 | 750 | Sep 21, 2011 | 1296 | Nov 14, 2016 | 2046 |
| -53.40% | Sep 28, 2017 | 623 | Mar 23, 2020 | 241 | Mar 8, 2021 | 864 |
| -45.42% | Jan 6, 2022 | 337 | May 11, 2023 | 303 | Jul 26, 2024 | 640 |
| -45.42% | Jan 27, 2004 | 880 | Jul 26, 2007 | 288 | Sep 16, 2008 | 1168 |
| -24.47% | Jan 27, 2000 | 123 | Jul 24, 2000 | 187 | Apr 20, 2001 | 310 |
| -21.09% | Mar 3, 2003 | 1 | Mar 4, 2003 | 191 | Dec 3, 2003 | 192 |
| -20.92% | Nov 6, 2024 | 106 | Apr 11, 2025 | 56 | Jul 3, 2025 | 162 |
| -16.84% | Dec 29, 2016 | 66 | Apr 5, 2017 | 116 | Sep 20, 2017 | 182 |
| -15.44% | Jun 8, 2021 | 21 | Jul 8, 2021 | 81 | Nov 1, 2021 | 102 |
| -14.64% | Sep 16, 2008 | 1 | Sep 17, 2008 | 1 | Sep 18, 2008 | 2 |
| -14.01% | Jul 3, 2025 | 20 | Aug 1, 2025 | 81 | Nov 25, 2025 | 101 |
| -13.61% | Jul 26, 2024 | 11 | Aug 12, 2024 | 27 | Sep 19, 2024 | 38 |
| -12.96% | Sep 19, 2008 | 3 | Sep 24, 2008 | 4 | Sep 30, 2008 | 7 |
| -10.59% | Nov 11, 2021 | 13 | Dec 1, 2021 | 23 | Jan 4, 2022 | 36 |
| -9.71% | Mar 12, 2021 | 26 | Apr 20, 2021 | 33 | Jun 7, 2021 | 59 |
| -8.99% | Dec 11, 2025 | 14 | Jan 2, 2026 | 24 | Feb 6, 2026 | 38 |
| -8.72% | Feb 6, 2026 | 27 | Mar 18, 2026 | 13 | Apr 7, 2026 | 40 |
| -8.02% | Sep 19, 2024 | 10 | Oct 3, 2024 | 24 | Nov 6, 2024 | 34 |
| -7.05% | Nov 12, 1999 | 21 | Dec 14, 1999 | 19 | Jan 11, 2000 | 40 |
| -3.57% | Dec 9, 2003 | 6 | Dec 17, 2003 | 8 | Dec 30, 2003 | 14 |
| -3.40% | Jan 11, 2000 | 1 | Jan 12, 2000 | 4 | Jan 19, 2000 | 5 |
| -3.35% | Nov 3, 2021 | 1 | Nov 4, 2021 | 4 | Nov 10, 2021 | 5 |
| -3.34% | Jul 19, 2002 | 3 | Jul 24, 2002 | 6 | Aug 1, 2002 | 9 |
| -3.24% | May 8, 2026 | 5 | May 15, 2026 | 3 | May 20, 2026 | 8 |
| -3.18% | Aug 1, 2002 | 3 | Aug 6, 2002 | 38 | Sep 30, 2002 | 41 |