UISCX Mutual Fund

UISCX Mutual Fund

NAV$17.06
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Returns Overview

1 Month
+2.79%
3 Months
-1.05%
6 Months
+9.23%
YTD
+21.97%
1 Year
+26.37%
3 Years (annualized)
+19.66%
5 Years (annualized)
+5.51%
10 Years (annualized)
+10.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UISCX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+21.97%
Peer Avg (YTD)
+12.21%
vs Peers
+9.76%

UISCX Mutual Fund Performance

UISCX performance across multiple time periods: 1-month 2.79%, YTD 21.97%, 1-year 26.37%, 3-year 19.66%, 5-year 5.51%, 10-year 10.89%.

UISCX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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