UICGX Mutual Fund

NAV$15.44

Returns Overview

1 Month
+0.06%
3 Months
+4.39%
6 Months
+6.26%
YTD
+9.74%
1 Year
+34.34%
3 Years (annualized)
+22.74%
5 Years (annualized)
+13.56%
10 Years (annualized)
+13.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UICGX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Lipper Global Funds Index
This Mutual Fund (YTD)
+9.74%
Peer Avg (YTD)
+8.97%
vs Peers
+0.77%

UICGX Mutual Fund Performance

UICGX performance across multiple time periods: 1-month 0.06%, YTD 9.74%, 1-year 34.34%, 3-year 22.74%, 5-year 13.56%, 10-year 13.28%.

UICGX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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