UIWGX Mutual Fund

UIWGX Mutual Fund

NAV$36.58
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Returns Overview

1 Month
+0.82%
3 Months
+4.74%
6 Months
+8.54%
YTD
+11.47%
1 Year
+23.67%
3 Years (annualized)
+18.21%
5 Years (annualized)
+10.59%
10 Years (annualized)
+12.35%

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
PROUpgrade to run
🏦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)
+11.47%
Peer Avg (YTD)
+9.42%
vs Peers
+2.04%

UIWGX Mutual Fund Performance

UIWGX performance across multiple time periods: 1-month 0.82%, YTD 11.47%, 1-year 23.67%, 3-year 18.21%, 5-year 10.59%, 10-year 12.35%.

UIWGX returns outperform the peer average of 9.42% 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.