UINQX Mutual Fund

NAV$71.39

Returns Overview

1 Month
-0.15%
3 Months
+27.64%
6 Months
+20.08%
YTD
+20.27%
1 Year
+37.57%
3 Years (annualized)
+27.45%
5 Years (annualized)
+16.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UINQX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+20.27%
Peer Avg (YTD)
+8.97%
vs Peers
+11.30%

UINQX Mutual Fund Performance

UINQX performance across multiple time periods: 1-month -0.15%, YTD 20.27%, 1-year 37.57%, 3-year 27.45%, 5-year 16.81%.

UINQX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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