UEIIX Mutual Fund

UEIIX Mutual Fund

NAV$17.89
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Returns Overview

1 Month
+2.57%
3 Months
+0.31%
6 Months
+2.57%
YTD
+7.47%
1 Year
+11.38%
3 Years (annualized)
+14.68%
5 Years (annualized)
+6.92%
10 Years (annualized)
+8.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UEIIX 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 VUF Mixed-Asset Target Allocation Growth Funds Index
This Mutual Fund (YTD)
+7.47%
Peer Avg (YTD)
+12.44%
vs Peers
-4.97%

UEIIX Mutual Fund Performance

UEIIX performance across multiple time periods: 1-month 2.57%, YTD 7.47%, 1-year 11.38%, 3-year 14.68%, 5-year 6.92%, 10-year 8.73%.

UEIIX returns trail the peer average of 12.44% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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