UIWGX Mutual Fund

UIWGX Mutual Fund

NAV$36.31
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Returns Overview

1 Month
+2.45%
3 Months
+3.00%
6 Months
+9.13%
YTD
+14.19%
1 Year
+23.39%
3 Years (annualized)
+23.88%
5 Years (annualized)
+12.66%
10 Years (annualized)
+13.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UIWGX 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
Lipper Global Funds Index
This Mutual Fund (YTD)
+14.19%
Peer Avg (YTD)
+10.17%
vs Peers
+4.02%

UIWGX Mutual Fund Performance

UIWGX performance across multiple time periods: 1-month 2.45%, YTD 14.19%, 1-year 23.39%, 3-year 23.88%, 5-year 12.66%, 10-year 13.55%.

UIWGX returns outperform the peer average of 10.17% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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