UIVMX Mutual Fund

UIVMX Mutual Fund

NAV$13.13
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Returns Overview

1 Month
-4.91%
3 Months
+4.67%
6 Months
+8.40%
YTD
+3.57%
1 Year
+5.42%
3 Years (annualized)
+13.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UIVMX 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)
+3.57%
Peer Avg (YTD)
+8.68%
vs Peers
-5.11%

UIVMX Mutual Fund Performance

UIVMX performance across multiple time periods: 1-month -4.91%, YTD 3.57%, 1-year 5.42%, 3-year 13.32%.

UIVMX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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