UIVIX Mutual Fund

UIVIX Mutual Fund

NAV$13.93
See how much of UIVIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.57%
3 Months
+4.32%
6 Months
+1.64%
YTD
+3.90%
1 Year
+9.05%
3 Years (annualized)
+11.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UIVIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.90%
Peer Avg (YTD)
+6.23%
vs Peers
-2.33%

UIVIX Mutual Fund Performance

UIVIX performance across multiple time periods: 1-month 4.57%, YTD 3.90%, 1-year 9.05%, 3-year 11.20%.

UIVIX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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