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UVSP: Univest Financial Corporation (STOCK)
Basic Info 40.57 0.26(0.65%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/16/1998 |
| Last Dividend Date: | 05/06/2026 |
| 12-Mo. Yield | 2.98% |
| Expenses | - |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.9 | 25.4 | 44.8 | 34.6 | 10.6 | 10.7 | 10.4 | 6.0 | 5.3 | 14.3 | 38.8 | -12.1 | -9.9 | 49.6 | -20.5 | 28.1 | -20.8 | -6.6 | 53.5 | 7.4 | 1.9 | 26.2 | 22.8 | -19.5 | 14.3 | -43.1 | 57.2 | -28.3 | 29.2 | -45.8 | 10.9 | 67.0 | 18.0 | 62.2 | -12.3 | -24.4 | -5.6 |
| Sharpe Ratio | NA | 2.7 | 1.58 | 1.03 | 0.27 | 0.28 | NA | NA | 0.1 | 0.4 | 1.07 | -0.45 | -0.45 | 1.58 | -0.34 | 1.26 | -1.02 | -0.29 | 2.76 | 0.36 | 0.08 | 1.25 | 0.81 | -0.41 | 0.36 | -0.68 | 0.66 | -0.63 | 0.75 | -0.93 | 0.36 | 2.35 | 1.62 | 3.43 | -0.54 | -0.86 | -0.4 |
| Draw Down(%) | NA | 8.7 | 14.0 | 21.1 | 45.4 | 53.4 | NA | NA | 70.6 | 20.0 | 15.5 | 42.6 | 23.5 | 15.4 | 48.1 | 11.0 | 29.4 | 15.9 | 9.9 | 10.2 | 13.8 | 9.5 | 15.3 | 35.1 | 25.8 | 51.8 | 29.7 | 40.7 | 11.9 | 50.6 | 28.7 | 9.6 | 3.3 | 3.0 | 25.7 | 33.8 | 12.0 |
| Standard Deviation(%) | NA | 24.9 | 26.6 | 30.3 | 30.1 | 32.5 | NA | NA | 37.1 | 28.9 | 33.0 | 35.0 | 25.6 | 31.3 | 61.2 | 21.2 | 21.7 | 24.7 | 19.3 | 20.6 | 23.1 | 20.9 | 28.4 | 47.3 | 39.4 | 63.4 | 84.9 | 50.3 | 34.6 | 51.6 | 27.4 | 28.2 | 10.4 | 17.8 | 30.4 | 32.3 | 27.7 |
| Treynor Ratio | NA | 0.94 | 0.43 | 0.33 | 0.1 | 0.1 | NA | NA | 0.04 | 0.13 | 0.3 | -0.12 | -0.23 | 0.5 | -0.19 | 0.3 | -0.34 | -0.05 | 0.69 | 0.1 | 0.02 | 0.24 | 0.17 | -0.13 | 0.09 | -0.3 | 0.43 | -0.15 | 0.11 | -0.27 | 0.14 | -6.84 | -14.39 | 17.21 | 3.9 | -1.84 | -1.02 |
| Alpha | NA | 0.16 | 0.07 | 0.06 | 0.01 | 0.0 | NA | NA | 0.01 | 0.01 | 0.05 | -0.15 | 0.01 | 0.09 | -0.13 | 0.01 | -0.07 | -0.12 | 0.14 | 0.03 | -0.03 | -0.03 | 0.01 | -0.06 | -0.02 | -0.31 | 0.52 | -0.13 | 0.0 | -0.23 | 0.02 | 0.23 | 0.06 | 0.19 | -0.05 | -0.12 | -0.03 |
| Beta | NA | 0.71 | 0.98 | 0.96 | 0.81 | 0.92 | NA | NA | 0.9 | 0.85 | 1.15 | 1.36 | 0.5 | 1.0 | 1.11 | 0.88 | 0.65 | 1.39 | 0.78 | 0.73 | 1.03 | 1.11 | 1.34 | 1.48 | 1.54 | 1.45 | 1.29 | 2.16 | 2.41 | 1.79 | 0.69 | -0.1 | -0.01 | 0.04 | -0.04 | 0.15 | 0.11 |
| RSquared | NA | 0.17 | 0.21 | 0.23 | 0.22 | 0.27 | NA | NA | 0.23 | 0.32 | 0.2 | 0.28 | 0.24 | 0.19 | 0.4 | 0.27 | 0.26 | 0.16 | 0.29 | 0.3 | 0.27 | 0.36 | 0.39 | 0.59 | 0.53 | 0.42 | 0.38 | 0.47 | 0.54 | 0.16 | 0.08 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 |
| Yield(%) | N/A | 1.4 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.0 | 3.8 | 3.2 | 2.7 | 3.9 | 2.3 | 3.7 | 2.9 | 2.6 | 3.9 | 4.0 | 3.9 | 4.5 | 5.3 | 4.1 | 4.5 | 2.4 | 3.8 | 2.6 | 3.2 | 2.3 | 2.4 | 2.5 | 2.6 | 3.7 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -48.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.6 | 0.0 | 1.2 | 3.7 | 33.3 | -25.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 2.6 | 8.8 | 7.5 | 25.1 | 8.6 | 12.2 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/24/1995
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