UMCCX Mutual Fund

UMCCX Mutual Fund

NAV$21.74
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Returns Overview

1 Month
-6.93%
3 Months
-0.53%
6 Months
+8.21%
YTD
+15.77%
1 Year
+33.85%
3 Years (annualized)
+24.40%
5 Years (annualized)
+16.94%
10 Years (annualized)
+12.91%

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
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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 Value(^RMCCV)
This Mutual Fund (YTD)
+15.77%
Peer Avg (YTD)
+9.54%
vs Peers
+6.23%

UMCCX Mutual Fund Performance

UMCCX performance across multiple time periods: 1-month -6.93%, YTD 15.77%, 1-year 33.85%, 3-year 24.40%, 5-year 16.94%, 10-year 12.91%.

UMCCX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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