UMEBX Mutual Fund

UMEBX Mutual Fund

NAV$21.21
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Returns Overview

1 Month
+6.98%
3 Months
-3.89%
6 Months
+12.06%
YTD
+30.68%
1 Year
+45.86%
3 Years (annualized)
+18.86%
5 Years (annualized)
+2.98%
10 Years (annualized)
+8.40%

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
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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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+30.68%
Peer Avg (YTD)
+20.14%
vs Peers
+10.54%

UMEBX Mutual Fund Performance

UMEBX performance across multiple time periods: 1-month 6.98%, YTD 30.68%, 1-year 45.86%, 3-year 18.86%, 5-year 2.98%, 10-year 8.40%.

UMEBX returns outperform the peer average of 20.14% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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