UMLGX Mutual Fund

UMLGX Mutual Fund

NAV$7.40
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Returns Overview

1 Month
-5.60%
3 Months
+0.26%
6 Months
+4.69%
YTD
+7.81%
1 Year
+3.37%
3 Years (annualized)
+18.39%
5 Years (annualized)
+4.24%
10 Years (annualized)
+13.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UMLGX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+7.81%
Peer Avg (YTD)
+5.23%
vs Peers
+2.58%

UMLGX Mutual Fund Performance

UMLGX performance across multiple time periods: 1-month -5.60%, YTD 7.81%, 1-year 3.37%, 3-year 18.39%, 5-year 4.24%, 10-year 13.70%.

UMLGX returns outperform the peer average of 5.23% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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