UNYIX Mutual Fund

UNYIX Mutual Fund

NAV$10.23
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Returns Overview

1 Month
+4.42%
3 Months
-2.57%
6 Months
-3.34%
YTD
-2.09%
1 Year
-2.08%
3 Years (annualized)
+4.83%
5 Years (annualized)
-0.16%
10 Years (annualized)
+1.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UNYIX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-2.09%
Peer Avg (YTD)
-0.87%
vs Peers
-1.22%

UNYIX Mutual Fund Performance

UNYIX performance across multiple time periods: 1-month 4.42%, YTD -2.09%, 1-year -2.08%, 3-year 4.83%, 5-year -0.16%, 10-year 1.62%.

UNYIX returns trail the peer average of -0.87% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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