UIHIX Mutual Fund

UIHIX Mutual Fund

NAV$6.79
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Returns Overview

1 Month
-0.04%
3 Months
+0.62%
6 Months
+1.18%
YTD
+1.55%
1 Year
+4.67%
3 Years (annualized)
+7.78%
5 Years (annualized)
+3.77%
10 Years (annualized)
+4.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UIHIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US High Yield 2% Issuer Capped Bond Index
This Mutual Fund (YTD)
+1.55%
Peer Avg (YTD)
+0.12%
vs Peers
+1.43%

UIHIX Mutual Fund Performance

UIHIX performance across multiple time periods: 1-month -0.04%, YTD 1.55%, 1-year 4.67%, 3-year 7.78%, 5-year 3.77%, 10-year 4.85%.

UIHIX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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