Monthly Returns (%)Univest Corporation of Pennsylvania
| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1998 | 0 | 0 | 0 | 0 | -1.4 | 0 | 1.1 | -5.1 | -3.2 | -0.7 | -1.2 | 0.8 | 0 |
| 1999 | -1.6 | -0.7 | -5.4 | -5.5 | 3.4 | -5.8 | -3.5 | -1.7 | -4.6 | 0.9 | -5.7 | 2.9 | -24.5 |
| 2000 | 3 | -11.5 | -10.9 | 33 | -17.4 | 3 | -2.4 | -2.1 | 8.8 | 0.7 | 0.8 | 3.6 | 0.5 |
| 2001 | 1.1 | 5 | 6.1 | 0 | 3.6 | 26.5 | 1.8 | 0.7 | 2.6 | 2.9 | 0 | 1.4 | 62 |
| 2002 | 0.3 | 0.1 | 0.7 | 1.4 | 1.2 | 2.4 | 3.8 | -1.1 | 3.5 | 3.3 | -0.3 | 1.4 | 18 |
| 2003 | -0.3 | 0.2 | 1.7 | 1.2 | -0.3 | 0.6 | 2.7 | 1.8 | 5.3 | 0.6 | 4.2 | 12.1 | 33.6 |
| 2004 | 26.7 | -5 | -3.7 | 0.7 | 1.6 | 2.5 | -23.7 | 4.4 | 0.9 | -1.5 | 17.3 | -1.8 | 10.9 |
| 2005 | -7.1 | -5.6 | -0.8 | -12 | 17.7 | 9.7 | 3.9 | -15.7 | 6.1 | -6 | -1.4 | -4.7 | -18.7 |
| 2006 | 4.6 | -3.7 | 4.8 | 4.6 | -1.5 | 6.1 | 5.9 | 2.8 | -3.3 | 5 | 2.5 | -1.3 | 29.2 |
| 2007 | -7.8 | -13.2 | 2.2 | -8.1 | 3.3 | -3.4 | -14.5 | 21.1 | 2.6 | -7.7 | -2.7 | 0.1 | -28.3 |
| 2008 | 23.2 | -21.3 | 29.2 | -2.2 | -4.1 | -18.5 | 33.5 | 9 | 29 | -16.4 | 1.2 | 3.3 | 57.2 |
| 2009 | -28.8 | -12.8 | -11.3 | 19.3 | -4.8 | 2.9 | 27.7 | -19.7 | 5.3 | -11.3 | -15.8 | 9.6 | -43.1 |
| 2010 | 0.3 | -1.2 | 8.7 | 4.7 | -1.5 | -9 | 0 | -7.7 | 10.4 | 8 | -1.3 | 4 | 14.2 |
| 2011 | -10.1 | 4.6 | -0.6 | -5.1 | 1.2 | -7.1 | -4.8 | -5.2 | -4 | 14 | -0.5 | -1.8 | -19.4 |
| 2012 | 1.1 | 6.7 | 7.6 | -4.1 | -0.5 | 4.5 | -3.7 | 3.2 | 11 | -6 | -0.7 | 2.9 | 22.8 |
| 2013 | -1.3 | -1.7 | 6.2 | 0.6 | 2.2 | 7.6 | 6.4 | -6.1 | 0 | 5.9 | 4.9 | -0.3 | 26.3 |
| 2014 | -9.2 | 2.6 | 7.6 | -3.9 | 5.6 | 0.4 | -8.6 | 0.9 | -0.8 | 9.4 | -5.5 | 5.4 | 1.8 |
| 2015 | -8.5 | 2.5 | 5.4 | -1.4 | -1.6 | 7.2 | -2.2 | -2.9 | 0.4 | 2.5 | 6 | 0.9 | 7.5 |
| 2016 | -5.7 | -3 | 3.3 | 1.2 | 2.3 | 5.2 | 0.3 | 10.7 | 1 | 1.7 | 20.2 | 9 | 53.5 |
| 2017 | -8.9 | -1.1 | -6.3 | 17 | -9.1 | 9.5 | 1.8 | -4.4 | 10.6 | -8.5 | -4.1 | 0.5 | -6.6 |
| 2018 | -0.2 | -2.2 | 1.8 | 3.8 | 1.2 | -4.8 | -0.7 | 4.4 | -6.5 | -5.6 | 2.2 | -14.7 | -20.8 |
| 2019 | 8.9 | 12.9 | -7.7 | 3.6 | -5.7 | 8.5 | 6.4 | -8.5 | 0.3 | 0.4 | 3 | 2.2 | 24 |
| 2020 | -7.1 | -6.8 | -29.5 | 8.5 | -7.1 | -1.8 | -5.3 | 5.6 | -11 | 11.4 | 14.4 | 12.4 | -23.1 |
| 2021 | 9.1 | 12 | 13.7 | -2.3 | 2.6 | -8 | 3.8 | -1 | 1.2 | 4.9 | -3.9 | 8.1 | 45.2 |
| 2022 | 0.9 | -3.8 | -6.6 | -6.9 | 5.2 | -4 | -2 | -0.4 | -6.2 | 19.9 | 1 | -7.4 | -12.5 |
| 2023 | 3.9 | 3.9 | -15.8 | -15.3 | -11.9 | 2 | 7.9 | -7.7 | -3.4 | -4.1 | 13.4 | 16.6 | -15.7 |
| 2024 | -3.6 | -5.7 | 4 | -4.9 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 46.2 |