UMCVX Mutual Fund

NAV$22.43

Returns Overview

1 Month
+5.26%
3 Months
+17.33%
6 Months
+24.57%
YTD
+22.35%
1 Year
+45.46%
3 Years (annualized)
+30.42%
5 Years (annualized)
+18.83%
10 Years (annualized)
+15.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UMCVX 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)
+22.35%
Peer Avg (YTD)
+10.82%
vs Peers
+11.53%

UMCVX Mutual Fund Performance

UMCVX performance across multiple time periods: 1-month 5.26%, YTD 22.35%, 1-year 45.46%, 3-year 30.42%, 5-year 18.83%, 10-year 15.13%.

UMCVX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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