UAIFX Mutual Fund

UAIFX Mutual Fund

NAV$27.60
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Returns Overview

1 Month
-0.04%
3 Months
-0.11%
6 Months
+5.56%
YTD
+6.83%
1 Year
+13.01%
3 Years (annualized)
+2.22%
5 Years (annualized)
+5.36%
10 Years (annualized)
+4.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UAIFX 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 International Funds Index(^LINNFI)
This Mutual Fund (YTD)
+6.83%
Peer Avg (YTD)
+8.97%
vs Peers
-2.14%

UAIFX Mutual Fund Performance

UAIFX performance across multiple time periods: 1-month -0.04%, YTD 6.83%, 1-year 13.01%, 3-year 2.22%, 5-year 5.36%, 10-year 4.43%.

UAIFX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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