UIGRX Mutual Fund

NAV$41.74

Returns Overview

1 Month
-5.21%
3 Months
+11.72%
6 Months
-0.17%
YTD
+0.07%
1 Year
+19.32%
3 Years (annualized)
+26.67%
5 Years (annualized)
+17.74%
10 Years (annualized)
+19.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UIGRX 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
Lipper Large Cap Growth Funds Index(^LLCCGFI)
This Mutual Fund (YTD)
+0.07%
Peer Avg (YTD)
+8.97%
vs Peers
-8.90%

UIGRX Mutual Fund Performance

UIGRX performance across multiple time periods: 1-month -5.21%, YTD 0.07%, 1-year 19.32%, 3-year 26.67%, 5-year 17.74%, 10-year 19.66%.

UIGRX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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