UMEBX Mutual Fund

NAV$20.73

Returns Overview

1 Month
+0.04%
3 Months
+30.02%
6 Months
+36.03%
YTD
+32.72%
1 Year
+56.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UMEBX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+32.72%
Peer Avg (YTD)
+23.08%
vs Peers
+9.64%

UMEBX Mutual Fund Performance

UMEBX performance across multiple time periods: 1-month 0.04%, YTD 32.72%, 1-year 56.59%.

UMEBX returns outperform the peer average of 23.08% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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