UMI ETF

$59.05

Returns Overview

1 Month
+1.97%
3 Months
+1.49%
6 Months
+22.16%
YTD
+20.91%
1 Year
+23.03%
3 Years (annualized)
+26.18%
5 Years (annualized)
+20.69%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would UMI 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
S&P 500 Index(SPX)
This ETF (YTD)
+20.91%
Peer Avg (YTD)
+14.02%
vs Peers
+6.89%

UMI ETF Performance

UMI performance across multiple time periods: 1-month 1.97%, YTD 20.91%, 1-year 23.03%, 3-year 26.18%, 5-year 20.69%.

UMI returns outperform the peer average of 14.02% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this ETF.

UMI performance comparison shows side-by-side returns with another fund. UMI alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+1.97%N/A
3 Months+1.49%N/A
6 Months+22.16%N/A
1 Year+23.03%N/A
3 Years+26.18%N/A
5 Years+20.69%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized