UEIIX Mutual Fund

UEIIX Mutual Fund

NAV$19.98
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Returns Overview

1 Month
+0.78%
3 Months
+6.15%
6 Months
+6.62%
YTD
+6.04%
1 Year
+14.30%
3 Years (annualized)
+12.58%
5 Years (annualized)
+7.38%
10 Years (annualized)
+9.90%

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
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📉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)
+6.04%
Peer Avg (YTD)
+9.49%
vs Peers
-3.45%

UEIIX Mutual Fund Performance

UEIIX performance across multiple time periods: 1-month 0.78%, YTD 6.04%, 1-year 14.30%, 3-year 12.58%, 5-year 7.38%, 10-year 9.90%.

UEIIX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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