UEIIX Mutual Fund

UEIIX Mutual Fund

NAV$19.38
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Returns Overview

1 Month
-3.24%
3 Months
-1.19%
6 Months
+4.89%
YTD
+4.78%
1 Year
+9.15%
3 Years (annualized)
+13.23%
5 Years (annualized)
+7.45%
10 Years (annualized)
+8.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UEIIX 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
PROUpgrade to run
📉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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper VUF Mixed-Asset Target Allocation Growth Funds Index
This Mutual Fund (YTD)
+4.78%
Peer Avg (YTD)
+10.00%
vs Peers
-5.22%

UEIIX Mutual Fund Performance

UEIIX performance across multiple time periods: 1-month -3.24%, YTD 4.78%, 1-year 9.15%, 3-year 13.23%, 5-year 7.45%, 10-year 8.83%.

UEIIX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

UEIIX vs another fund shows side-by-side returns. UEIIX alternatives are available in the Mutual Fund Screener.