UISCX Mutual Fund

NAV$17.00

Returns Overview

1 Month
-1.96%
3 Months
+11.84%
6 Months
+17.24%
YTD
+22.48%
1 Year
+51.33%
3 Years (annualized)
+18.67%
5 Years (annualized)
+7.93%
10 Years (annualized)
+12.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UISCX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+22.48%
Peer Avg (YTD)
+18.52%
vs Peers
+3.95%

UISCX Mutual Fund Performance

UISCX performance across multiple time periods: 1-month -1.96%, YTD 22.48%, 1-year 51.33%, 3-year 18.67%, 5-year 7.93%, 10-year 12.32%.

UISCX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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