UIVIX Mutual Fund

UIVIX Mutual Fund

NAV$13.47
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Returns Overview

1 Month
-4.87%
3 Months
+4.97%
6 Months
+8.89%
YTD
+4.30%
1 Year
+6.47%
3 Years (annualized)
+13.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UIVIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.30%
Peer Avg (YTD)
+8.68%
vs Peers
-4.38%

UIVIX Mutual Fund Performance

UIVIX performance across multiple time periods: 1-month -4.87%, YTD 4.30%, 1-year 6.47%, 3-year 13.81%.

UIVIX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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