UMPIX Mutual Fund

UMPIX Mutual Fund

NAV$82.03
See how much of UMPIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.12%
3 Months
-6.31%
6 Months
-1.45%
YTD
+13.79%
1 Year
+20.14%
3 Years (annualized)
+24.63%
5 Years (annualized)
+3.94%
10 Years (annualized)
+12.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UMPIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+13.79%
Peer Avg (YTD)
+3.99%
vs Peers
+9.80%

UMPIX Mutual Fund Performance

UMPIX performance across multiple time periods: 1-month 3.12%, YTD 13.79%, 1-year 20.14%, 3-year 24.63%, 5-year 3.94%, 10-year 12.08%.

UMPIX returns outperform the peer average of 3.99% YTD. With an expense ratio of 1.56%, investors should weigh costs against performance when evaluating this mutual fund.

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