UIVCX Mutual Fund

UIVCX Mutual Fund

NAV$13.53
See how much of UIVCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.82%
3 Months
+3.06%
6 Months
+7.27%
YTD
+6.48%
1 Year
+8.90%
3 Years (annualized)
+15.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UIVCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.48%
Peer Avg (YTD)
+5.14%
vs Peers
+1.34%

UIVCX Mutual Fund Performance

UIVCX performance across multiple time periods: 1-month 2.82%, YTD 6.48%, 1-year 8.90%, 3-year 15.50%.

UIVCX returns outperform the peer average of 5.14% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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