UIVQX Mutual Fund

NAV$13.52

Returns Overview

1 Month
-0.87%
3 Months
+3.74%
6 Months
-0.48%
YTD
-0.64%
1 Year
+5.69%
3 Years (annualized)
+10.33%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-0.64%
Peer Avg (YTD)
+8.97%
vs Peers
-9.61%

UIVQX Mutual Fund Performance

UIVQX performance across multiple time periods: 1-month -0.87%, YTD -0.64%, 1-year 5.69%, 3-year 10.33%.

UIVQX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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