UIGIX Mutual Fund

UIGIX Mutual Fund

NAV$29.02
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Returns Overview

1 Month
+2.37%
3 Months
+4.42%
6 Months
+11.10%
YTD
+14.03%
1 Year
+21.20%
3 Years (annualized)
+19.90%
5 Years (annualized)
+11.90%
10 Years (annualized)
+13.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UIGIX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+14.03%
Peer Avg (YTD)
+11.21%
vs Peers
+2.81%

UIGIX Mutual Fund Performance

UIGIX performance across multiple time periods: 1-month 2.37%, YTD 14.03%, 1-year 21.20%, 3-year 19.90%, 5-year 11.90%, 10-year 13.24%.

UIGIX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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