UIGRX Mutual Fund

UIGRX Mutual Fund

NAV$43.54
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Returns Overview

1 Month
+5.01%
3 Months
-1.24%
6 Months
+9.78%
YTD
+4.26%
1 Year
+9.78%
3 Years (annualized)
+19.92%
5 Years (annualized)
+9.99%
10 Years (annualized)
+15.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UIGRX 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
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📉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)
+4.26%
Peer Avg (YTD)
+8.51%
vs Peers
-4.25%

UIGRX Mutual Fund Performance

UIGRX performance across multiple time periods: 1-month 5.01%, YTD 4.26%, 1-year 9.78%, 3-year 19.92%, 5-year 9.99%, 10-year 15.05%.

UIGRX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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