UIGEX Mutual Fund

UIGEX Mutual Fund

NAV$10.93
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Returns Overview

6 Months
+14.00%
1 Year
-6.93%
3 Years (annualized)
+13.08%
5 Years (annualized)
+5.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UIGEX 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
MSCI World High Dividend Yield Index(M7WOEDY)

UIGEX Mutual Fund Performance

UIGEX performance across multiple time periods: 1-year -6.93%, 3-year 13.08%, 5-year 5.19%.

UIGEX returns can be compared against peers and benchmarks. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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