UIGIX Mutual Fund

NAV$28.92

Returns Overview

1 Month
+0.81%
3 Months
+12.26%
6 Months
+10.60%
YTD
+10.08%
1 Year
+29.80%
3 Years (annualized)
+21.79%
5 Years (annualized)
+15.82%
10 Years (annualized)
+15.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UIGIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.08%
Peer Avg (YTD)
+9.51%
vs Peers
+0.57%

UIGIX Mutual Fund Performance

UIGIX performance across multiple time periods: 1-month 0.81%, YTD 10.08%, 1-year 29.80%, 3-year 21.79%, 5-year 15.82%, 10-year 15.50%.

UIGIX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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