UMEMX Mutual Fund

UMEMX Mutual Fund

NAV$21.70
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Returns Overview

1 Month
-10.20%
3 Months
-1.91%
6 Months
+11.50%
YTD
+22.15%
1 Year
+40.81%
3 Years (annualized)
+18.84%
5 Years (annualized)
+2.98%
10 Years (annualized)
+8.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UMEMX 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)
+22.15%
Peer Avg (YTD)
+17.66%
vs Peers
+4.49%

UMEMX Mutual Fund Performance

UMEMX performance across multiple time periods: 1-month -10.20%, YTD 22.15%, 1-year 40.81%, 3-year 18.84%, 5-year 2.98%, 10-year 8.35%.

UMEMX returns outperform the peer average of 17.66% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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