UISCX Mutual Fund

UISCX Mutual Fund

NAV$17.71
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Returns Overview

1 Month
-2.00%
3 Months
+10.39%
6 Months
+19.15%
YTD
+23.27%
1 Year
+36.76%
3 Years (annualized)
+13.53%
5 Years (annualized)
+6.65%
10 Years (annualized)
+11.41%

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)
+23.27%
Peer Avg (YTD)
+15.31%
vs Peers
+7.96%

UISCX Mutual Fund Performance

UISCX performance across multiple time periods: 1-month -2.00%, YTD 23.27%, 1-year 36.76%, 3-year 13.53%, 5-year 6.65%, 10-year 11.41%.

UISCX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.93%, 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.