UMMDX Mutual Fund

UMMDX Mutual Fund

NAV$29.92
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Returns Overview

1 Month
+1.39%
3 Months
+1.43%
6 Months
+3.58%
YTD
+1.76%
1 Year
+6.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UMMDX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.76%
Peer Avg (YTD)
+1.66%
vs Peers
+0.09%

UMMDX Mutual Fund Performance

UMMDX performance across multiple time periods: 1-month 1.39%, YTD 1.76%, 1-year 6.62%.

UMMDX returns outperform the peer average of 1.66% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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