UMBMX Mutual Fund

NAV$28.00

Returns Overview

1 Month
+3.57%
3 Months
+12.12%
6 Months
+16.91%
YTD
+15.49%
1 Year
+26.47%
3 Years (annualized)
+20.35%
5 Years (annualized)
+9.82%
10 Years (annualized)
+13.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UMBMX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+15.49%
Peer Avg (YTD)
+10.82%
vs Peers
+4.67%

UMBMX Mutual Fund Performance

UMBMX performance across multiple time periods: 1-month 3.57%, YTD 15.49%, 1-year 26.47%, 3-year 20.35%, 5-year 9.82%, 10-year 13.16%.

UMBMX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

UMBMX performance comparison shows side-by-side returns with another fund. UMBMX alternatives are available in the Mutual Fund Screener.