UMAFX Mutual Fund

UMAFX Mutual Fund

NAV$13.18
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Returns Overview

1 Month
-4.81%
3 Months
-3.22%
6 Months
+0.12%
YTD
-4.81%
1 Year
+11.34%
3 Years (annualized)
+10.83%
5 Years (annualized)
+7.41%
10 Years (annualized)
+4.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UMAFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Municipal Short (1-5 Years) Index(^BBMUS5Y)

UMAFX Mutual Fund Performance

UMAFX performance across multiple time periods: 1-month -4.81%, YTD -4.81%, 1-year 11.34%, 3-year 10.83%, 5-year 7.41%, 10-year 4.87%.

UMAFX returns can be compared against peers and benchmarks. investors should weigh costs against performance when evaluating this mutual fund.

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