UINQX Mutual Fund

UINQX Mutual Fund

NAV$74.19
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Returns Overview

1 Month
+3.27%
3 Months
+0.44%
6 Months
+28.20%
YTD
+20.80%
1 Year
+23.45%
3 Years (annualized)
+24.27%
5 Years (annualized)
+13.98%
10 Years (annualized)
+20.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UINQX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+20.80%
Peer Avg (YTD)
+8.68%
vs Peers
+12.12%

UINQX Mutual Fund Performance

UINQX performance across multiple time periods: 1-month 3.27%, YTD 20.80%, 1-year 23.45%, 3-year 24.27%, 5-year 13.98%, 10-year 20.12%.

UINQX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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