UIINX Mutual Fund

UIINX Mutual Fund

NAV$11.43
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Returns Overview

1 Month
-1.27%
3 Months
-0.52%
6 Months
-0.42%
YTD
-0.07%
1 Year
+2.92%
3 Years (annualized)
+4.74%
5 Years (annualized)
+0.32%
10 Years (annualized)
+2.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UIINX 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
Lipper A Rated Bond Funds Index
This Mutual Fund (YTD)
-0.07%
Peer Avg (YTD)
+0.12%
vs Peers
-0.20%

UIINX Mutual Fund Performance

UIINX performance across multiple time periods: 1-month -1.27%, YTD -0.07%, 1-year 2.92%, 3-year 4.74%, 5-year 0.32%, 10-year 2.37%.

UIINX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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