UIVPX Mutual Fund

UIVPX Mutual Fund

NAV$13.56
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Returns Overview

1 Month
+4.49%
3 Months
+4.24%
6 Months
+1.48%
YTD
+3.74%
1 Year
+8.71%
3 Years (annualized)
+10.93%

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)
+3.74%
Peer Avg (YTD)
+6.23%
vs Peers
-2.49%

UIVPX Mutual Fund Performance

UIVPX performance across multiple time periods: 1-month 4.49%, YTD 3.74%, 1-year 8.71%, 3-year 10.93%.

UIVPX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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