UIVAX Mutual Fund

NAV$22.54

Returns Overview

1 Month
+1.24%
3 Months
+7.84%
6 Months
+8.89%
YTD
+8.17%
1 Year
+30.88%
3 Years (annualized)
+19.58%
5 Years (annualized)
+12.76%
10 Years (annualized)
+11.70%

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

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Lipper Multi-Cap Value Funds Index
This Mutual Fund (YTD)
+8.17%
Peer Avg (YTD)
+9.49%
vs Peers
-1.32%

UIVAX Mutual Fund Performance

UIVAX performance across multiple time periods: 1-month 1.24%, YTD 8.17%, 1-year 30.88%, 3-year 19.58%, 5-year 12.76%, 10-year 11.70%.

UIVAX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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