UIPIX Mutual Fund

UIPIX Mutual Fund

NAV$20.14
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Returns Overview

1 Month
+9.75%
3 Months
+15.80%
6 Months
-11.22%
YTD
-13.29%
1 Year
-17.76%
3 Years (annualized)
-20.93%
5 Years (annualized)
-15.97%
10 Years (annualized)
-24.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UIPIX 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
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📉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
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
-13.29%
Peer Avg (YTD)
+7.57%
vs Peers
-20.86%

UIPIX Mutual Fund Performance

UIPIX performance across multiple time periods: 1-month 9.75%, YTD -13.29%, 1-year -17.76%, 3-year -20.93%, 5-year -15.97%, 10-year -24.88%.

UIPIX returns trail the peer average of 7.57% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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