UMBMX Mutual Fund

UMBMX Mutual Fund

NAV$27.74
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Returns Overview

1 Month
-3.24%
3 Months
+1.18%
6 Months
+8.61%
YTD
+13.13%
1 Year
+21.59%
3 Years (annualized)
+17.80%
5 Years (annualized)
+8.96%
10 Years (annualized)
+12.35%

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
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🏦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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+13.13%
Peer Avg (YTD)
+9.54%
vs Peers
+3.59%

UMBMX Mutual Fund Performance

UMBMX performance across multiple time periods: 1-month -3.24%, YTD 13.13%, 1-year 21.59%, 3-year 17.80%, 5-year 8.96%, 10-year 12.35%.

UMBMX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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