UMLAX Mutual Fund

UMLAX Mutual Fund

NAV$8.20
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Returns Overview

1 Month
+3.70%
6 Months
+17.19%
YTD
+11.36%
1 Year
+14.67%
3 Years (annualized)
+14.05%
5 Years (annualized)
+4.77%
10 Years (annualized)
+13.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UMLAX 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
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📉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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+11.36%
Peer Avg (YTD)
+8.51%
vs Peers
+2.85%

UMLAX Mutual Fund Performance

UMLAX performance across multiple time periods: 1-month 3.70%, YTD 11.36%, 1-year 14.67%, 3-year 14.05%, 5-year 4.77%, 10-year 13.05%.

UMLAX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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