UIVCX Mutual Fund

UIVCX Mutual Fund

NAV$13.58
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Returns Overview

1 Month
+4.42%
3 Months
+4.08%
6 Months
+1.11%
YTD
+3.32%
1 Year
+7.94%
3 Years (annualized)
+10.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UIVCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.32%
Peer Avg (YTD)
+6.23%
vs Peers
-2.91%

UIVCX Mutual Fund Performance

UIVCX performance across multiple time periods: 1-month 4.42%, YTD 3.32%, 1-year 7.94%, 3-year 10.11%.

UIVCX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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