UIINX Mutual Fund

NAV$11.42

Returns Overview

1 Month
+0.36%
3 Months
+1.12%
6 Months
+1.04%
YTD
+1.21%
1 Year
+4.16%
3 Years (annualized)
+5.29%
5 Years (annualized)
+0.80%
10 Years (annualized)
+2.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UIINX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Lipper A Rated Bond Funds Index
This Mutual Fund (YTD)
+1.21%
Peer Avg (YTD)
+3.23%
vs Peers
-2.01%

UIINX Mutual Fund Performance

UIINX performance across multiple time periods: 1-month 0.36%, YTD 1.21%, 1-year 4.16%, 3-year 5.29%, 5-year 0.80%, 10-year 2.63%.

UIINX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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