UIPIX Mutual Fund

UIPIX Mutual Fund

NAV$20.35
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Returns Overview

1 Month
+0.11%
3 Months
-1.51%
6 Months
-10.09%
YTD
-23.07%
1 Year
-25.27%
3 Years (annualized)
-20.93%
5 Years (annualized)
-15.97%
10 Years (annualized)
-24.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UIPIX 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
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
-23.07%
Peer Avg (YTD)
+6.77%
vs Peers
-29.84%

UIPIX Mutual Fund Performance

UIPIX performance across multiple time periods: 1-month 0.11%, YTD -23.07%, 1-year -25.27%, 3-year -20.93%, 5-year -15.97%, 10-year -24.88%.

UIPIX returns trail the peer average of 6.77% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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