UIPIX Mutual Fund

NAV$17.72

Returns Overview

1 Month
-6.65%
3 Months
-23.33%
6 Months
-27.09%
YTD
-25.11%
1 Year
-35.39%
3 Years (annualized)
-22.50%
5 Years (annualized)
-17.89%
10 Years (annualized)
-26.00%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
-25.11%
Peer Avg (YTD)
+12.13%
vs Peers
-37.25%

UIPIX Mutual Fund Performance

UIPIX performance across multiple time periods: 1-month -6.65%, YTD -25.11%, 1-year -35.39%, 3-year -22.50%, 5-year -17.89%, 10-year -26.00%.

UIPIX returns trail the peer average of 12.13% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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