UIEMX Mutual Fund

NAV$30.56

Returns Overview

1 Month
-5.21%
3 Months
+1.39%
6 Months
+12.60%
YTD
+18.86%
1 Year
+61.24%
3 Years (annualized)
+27.99%
5 Years (annualized)
+10.90%
10 Years (annualized)
+11.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UIEMX 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 Emerging Markets Funds Index
This Mutual Fund (YTD)
+18.86%
Peer Avg (YTD)
+21.71%
vs Peers
-2.85%

UIEMX Mutual Fund Performance

UIEMX performance across multiple time periods: 1-month -5.21%, YTD 18.86%, 1-year 61.24%, 3-year 27.99%, 5-year 10.90%, 10-year 11.31%.

UIEMX returns trail the peer average of 21.71% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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