UIAGX Mutual Fund

UIAGX Mutual Fund

NAV$85.77
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Returns Overview

1 Month
+4.28%
3 Months
-1.37%
6 Months
+11.52%
YTD
+7.11%
1 Year
+11.29%
3 Years (annualized)
+21.94%
5 Years (annualized)
+9.93%
10 Years (annualized)
+15.45%

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
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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 Large Cap Growth Funds Index(^LLCCGFI)
This Mutual Fund (YTD)
+7.11%
Peer Avg (YTD)
+8.51%
vs Peers
-1.40%

UIAGX Mutual Fund Performance

UIAGX performance across multiple time periods: 1-month 4.28%, YTD 7.11%, 1-year 11.29%, 3-year 21.94%, 5-year 9.93%, 10-year 15.45%.

UIAGX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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