UIVAX Mutual Fund

UIVAX Mutual Fund

NAV$22.93
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Returns Overview

1 Month
+4.34%
3 Months
+6.20%
6 Months
+9.89%
YTD
+12.86%
1 Year
+26.05%
3 Years (annualized)
+16.69%
5 Years (annualized)
+11.68%
10 Years (annualized)
+11.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UIVAX 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 Multi-Cap Value Funds Index
This Mutual Fund (YTD)
+12.86%
Peer Avg (YTD)
+11.41%
vs Peers
+1.45%

UIVAX Mutual Fund Performance

UIVAX performance across multiple time periods: 1-month 4.34%, YTD 12.86%, 1-year 26.05%, 3-year 16.69%, 5-year 11.68%, 10-year 11.76%.

UIVAX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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