UIVMX Mutual Fund

UIVMX Mutual Fund

NAV$13.53
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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 UIVMX 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)
+6.48%
Peer Avg (YTD)
+5.14%
vs Peers
+1.34%

UIVMX Mutual Fund Performance

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

UIVMX 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.

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