UIPMX Mutual Fund

NAV$42.97

Returns Overview

1 Month
-14.66%
3 Months
-17.45%
6 Months
-12.29%
YTD
-11.95%
1 Year
+43.35%
3 Years (annualized)
+36.92%
5 Years (annualized)
+17.87%
10 Years (annualized)
+10.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UIPMX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Lipper Precious Metals Equity Funds Index
This Mutual Fund (YTD)
-11.95%
Peer Avg (YTD)
-2.18%
vs Peers
-9.77%

UIPMX Mutual Fund Performance

UIPMX performance across multiple time periods: 1-month -14.66%, YTD -11.95%, 1-year 43.35%, 3-year 36.92%, 5-year 17.87%, 10-year 10.85%.

UIPMX returns trail the peer average of -2.18% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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