UIPMX Mutual Fund

UIPMX Mutual Fund

NAV$51.37
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Returns Overview

1 Month
-10.98%
3 Months
+17.39%
6 Months
-3.10%
YTD
+3.36%
1 Year
+17.64%
3 Years (annualized)
+51.73%
5 Years (annualized)
+25.51%
10 Years (annualized)
+14.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UIPMX 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 Precious Metals Equity Funds Index
This Mutual Fund (YTD)
+3.36%
Peer Avg (YTD)
+7.76%
vs Peers
-4.39%

UIPMX Mutual Fund Performance

UIPMX performance across multiple time periods: 1-month -10.98%, YTD 3.36%, 1-year 17.64%, 3-year 51.73%, 5-year 25.51%, 10-year 14.89%.

UIPMX returns trail the peer average of 7.76% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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