UIAGX Mutual Fund

NAV$82.03

Returns Overview

1 Month
-3.28%
3 Months
+15.67%
6 Months
+4.94%
YTD
+5.04%
1 Year
+17.96%
3 Years (annualized)
+25.81%
5 Years (annualized)
+14.77%
10 Years (annualized)
+17.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UIAGX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Lipper Large Cap Growth Funds Index(^LLCCGFI)
This Mutual Fund (YTD)
+5.04%
Peer Avg (YTD)
+8.97%
vs Peers
-3.93%

UIAGX Mutual Fund Performance

UIAGX performance across multiple time periods: 1-month -3.28%, YTD 5.04%, 1-year 17.96%, 3-year 25.81%, 5-year 14.77%, 10-year 17.86%.

UIAGX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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