UMCVX Mutual Fund

UMCVX Mutual Fund

NAV$22.26
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Returns Overview

1 Month
-6.90%
3 Months
-0.47%
6 Months
+8.39%
YTD
+15.98%
1 Year
+34.18%
3 Years (annualized)
+24.70%
5 Years (annualized)
+17.24%
10 Years (annualized)
+13.78%

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
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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)
+15.98%
Peer Avg (YTD)
+9.54%
vs Peers
+6.44%

UMCVX Mutual Fund Performance

UMCVX performance across multiple time periods: 1-month -6.90%, YTD 15.98%, 1-year 34.18%, 3-year 24.70%, 5-year 17.24%, 10-year 13.78%.

UMCVX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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