UIVNX Mutual Fund

UIVNX Mutual Fund

NAV$13.41
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Returns Overview

1 Month
-4.88%
3 Months
+4.82%
6 Months
+8.75%
YTD
+3.98%
1 Year
+5.97%
3 Years (annualized)
+13.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UIVNX 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)
+3.98%
Peer Avg (YTD)
+8.68%
vs Peers
-4.70%

UIVNX Mutual Fund Performance

UIVNX performance across multiple time periods: 1-month -4.88%, YTD 3.98%, 1-year 5.97%, 3-year 13.25%.

UIVNX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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