UICGX Mutual Fund

UICGX Mutual Fund

NAV$15.12
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Returns Overview

1 Month
-2.00%
3 Months
-2.51%
6 Months
+1.40%
YTD
+7.82%
1 Year
+11.16%
3 Years (annualized)
+20.36%
5 Years (annualized)
+10.23%
10 Years (annualized)
+11.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UICGX 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 Global Funds Index
This Mutual Fund (YTD)
+7.82%
Peer Avg (YTD)
+5.23%
vs Peers
+2.59%

UICGX Mutual Fund Performance

UICGX performance across multiple time periods: 1-month -2.00%, YTD 7.82%, 1-year 11.16%, 3-year 20.36%, 5-year 10.23%, 10-year 11.53%.

UICGX returns outperform the peer average of 5.23% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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