UIGIX Mutual Fund

UIGIX Mutual Fund

NAV$28.94
See how much of UIGIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.18%
3 Months
+5.89%
6 Months
+9.32%
YTD
+11.38%
1 Year
+21.54%
3 Years (annualized)
+18.48%
5 Years (annualized)
+11.95%
10 Years (annualized)
+13.25%

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

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+11.38%
Peer Avg (YTD)
+9.41%
vs Peers
+1.97%

UIGIX Mutual Fund Performance

UIGIX performance across multiple time periods: 1-month 1.18%, YTD 11.38%, 1-year 21.54%, 3-year 18.48%, 5-year 11.95%, 10-year 13.25%.

UIGIX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.93%, 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.