UIVPX Mutual Fund

UIVPX Mutual Fund

NAV$13.64
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Returns Overview

1 Month
-0.87%
3 Months
+3.74%
6 Months
-0.56%
YTD
-0.72%
1 Year
+5.44%
3 Years (annualized)
+10.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UIVPX 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)
-0.72%
Peer Avg (YTD)
+8.97%
vs Peers
-9.69%

UIVPX Mutual Fund Performance

UIVPX performance across multiple time periods: 1-month -0.87%, YTD -0.72%, 1-year 5.44%, 3-year 10.05%.

UIVPX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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