UCMCX Mutual Fund

UCMCX Mutual Fund

NAV$12.54
See how much of UCMCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.86%
3 Months
+2.30%
6 Months
+4.57%
YTD
+6.32%
1 Year
+14.29%
3 Years (annualized)
+9.09%
5 Years (annualized)
+4.05%
10 Years (annualized)
+5.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UCMCX 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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+6.32%
Peer Avg (YTD)
+3.39%
vs Peers
+2.94%

UCMCX Mutual Fund Performance

UCMCX performance across multiple time periods: 1-month -0.86%, YTD 6.32%, 1-year 14.29%, 3-year 9.09%, 5-year 4.05%, 10-year 5.09%.

UCMCX returns outperform the peer average of 3.39% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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