UMCCX Mutual Fund

NAV$21.35

Returns Overview

1 Month
+5.24%
3 Months
+17.31%
6 Months
+24.38%
YTD
+22.18%
1 Year
+45.09%
3 Years (annualized)
+30.11%
5 Years (annualized)
+18.54%
10 Years (annualized)
+10.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UMCCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+22.18%
Peer Avg (YTD)
+10.82%
vs Peers
+11.36%

UMCCX Mutual Fund Performance

UMCCX performance across multiple time periods: 1-month 5.24%, YTD 22.18%, 1-year 45.09%, 3-year 30.11%, 5-year 18.54%, 10-year 10.86%.

UMCCX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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