UIISX Mutual Fund

UIISX Mutual Fund

NAV$22.27
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Returns Overview

1 Month
+6.24%
3 Months
+3.26%
6 Months
+13.03%
YTD
+23.12%
1 Year
+27.14%
3 Years (annualized)
+21.78%
5 Years (annualized)
+12.40%
10 Years (annualized)
+12.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UIISX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+23.12%
Peer Avg (YTD)
+14.61%
vs Peers
+8.51%

UIISX Mutual Fund Performance

UIISX performance across multiple time periods: 1-month 6.24%, YTD 23.12%, 1-year 27.14%, 3-year 21.78%, 5-year 12.40%, 10-year 12.86%.

UIISX returns outperform the peer average of 14.61% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

UIISX vs another fund shows side-by-side returns. UIISX alternatives are available in the Mutual Fund Screener.