UMBHX Mutual Fund

UMBHX Mutual Fund

NAV$25.87
See how much of UMBHX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-9.96%
3 Months
+4.72%
6 Months
+18.18%
YTD
+21.95%
1 Year
+41.49%
3 Years (annualized)
+18.93%
5 Years (annualized)
+8.40%
10 Years (annualized)
+16.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UMBHX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+21.95%
Peer Avg (YTD)
+9.41%
vs Peers
+12.54%

UMBHX Mutual Fund Performance

UMBHX performance across multiple time periods: 1-month -9.96%, YTD 21.95%, 1-year 41.49%, 3-year 18.93%, 5-year 8.40%, 10-year 16.65%.

UMBHX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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