UIGRX Mutual Fund

UIGRX Mutual Fund

NAV$41.67
See how much of UIGRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.79%
3 Months
-0.32%
6 Months
+0.28%
YTD
-0.72%
1 Year
+5.23%
3 Years (annualized)
+17.58%
5 Years (annualized)
+9.45%
10 Years (annualized)
+14.57%

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
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
Lipper Large Cap Growth Funds Index(^LLCCGFI)
This Mutual Fund (YTD)
-0.72%
Peer Avg (YTD)
+6.23%
vs Peers
-6.95%

UIGRX Mutual Fund Performance

UIGRX performance across multiple time periods: 1-month -0.79%, YTD -0.72%, 1-year 5.23%, 3-year 17.58%, 5-year 9.45%, 10-year 14.57%.

UIGRX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.91%, 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.