UIVAX Mutual Fund

UIVAX Mutual Fund

NAV$22.40
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Returns Overview

1 Month
-3.93%
3 Months
+2.74%
6 Months
+10.79%
YTD
+11.13%
1 Year
+16.85%
3 Years (annualized)
+18.28%
5 Years (annualized)
+11.84%
10 Years (annualized)
+10.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UIVAX 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 Multi-Cap Value Funds Index
This Mutual Fund (YTD)
+11.13%
Peer Avg (YTD)
+10.00%
vs Peers
+1.13%

UIVAX Mutual Fund Performance

UIVAX performance across multiple time periods: 1-month -3.93%, YTD 11.13%, 1-year 16.85%, 3-year 18.28%, 5-year 11.84%, 10-year 10.98%.

UIVAX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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