UIVQX Mutual Fund

UIVQX Mutual Fund

NAV$13.21
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Returns Overview

1 Month
+4.56%
3 Months
+4.31%
6 Months
+1.63%
YTD
+3.90%
1 Year
+9.04%
3 Years (annualized)
+11.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UIVQX 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)
+3.90%
Peer Avg (YTD)
+6.23%
vs Peers
-2.34%

UIVQX Mutual Fund Performance

UIVQX performance across multiple time periods: 1-month 4.56%, YTD 3.90%, 1-year 9.04%, 3-year 11.20%.

UIVQX 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.

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