UNYIX Mutual Fund

UNYIX Mutual Fund

NAV$10.57
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Returns Overview

1 Month
+1.32%
3 Months
+3.68%
6 Months
+3.05%
YTD
+2.95%
1 Year
+8.17%
3 Years (annualized)
+3.62%
5 Years (annualized)
+0.55%

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

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+2.95%
Peer Avg (YTD)
+1.79%
vs Peers
+1.16%

UNYIX Mutual Fund Performance

UNYIX performance across multiple time periods: 1-month 1.32%, YTD 2.95%, 1-year 8.17%, 3-year 3.62%, 5-year 0.55%.

UNYIX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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