UIVRX Mutual Fund

NAV$13.68
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Returns Overview

1 Month
-0.87%
3 Months
+3.82%
6 Months
-0.40%
YTD
-0.56%
1 Year
+5.81%
3 Years (annualized)
+10.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UIVRX 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
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📉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

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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)
-0.56%
Peer Avg (YTD)
+8.97%
vs Peers
-9.53%

UIVRX Mutual Fund Performance

UIVRX performance across multiple time periods: 1-month -0.87%, YTD -0.56%, 1-year 5.81%, 3-year 10.35%.

UIVRX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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