UMCVX Mutual Fund

UMCVX Mutual Fund

NAV$21.40
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Returns Overview

1 Month
+4.23%
3 Months
+2.14%
6 Months
+6.76%
YTD
+20.88%
1 Year
+34.75%
3 Years (annualized)
+26.85%
5 Years (annualized)
+17.85%
10 Years (annualized)
+14.12%

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)
+20.88%
Peer Avg (YTD)
+9.89%
vs Peers
+10.99%

UMCVX Mutual Fund Performance

UMCVX performance across multiple time periods: 1-month 4.23%, YTD 20.88%, 1-year 34.75%, 3-year 26.85%, 5-year 17.85%, 10-year 14.12%.

UMCVX returns outperform the peer average of 9.89% 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.