HVENX
HVIA EQUITY FUND
Ultimus Managers Trust

Average annual returns

No trailing-return data available for this share class.

Risk statistics

72 months through Feb. 28, 2026
Volatility (ann.)
13.40%
Sharpe
1.40
Sortino
2.66
Max drawdown
-27.20%
Best month
9.68%
Worst month
-10.33%
Beta vs VTSAX
1.08
Correlation
0.97

Derived from N-PORT monthly total returns; distinct from the prospectus returns above.

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