UMPIX Mutual Fund

NAV$89.40

Returns Overview

1 Month
+6.56%
3 Months
+28.35%
6 Months
+31.75%
YTD
+28.35%
1 Year
+45.48%
3 Years (annualized)
+19.82%
5 Years (annualized)
+8.63%
10 Years (annualized)
+28.07%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+28.35%
Peer Avg (YTD)
+3.47%
vs Peers
+24.87%

UMPIX Mutual Fund Performance

UMPIX performance across multiple time periods: 1-month 6.56%, YTD 28.35%, 1-year 45.48%, 3-year 19.82%, 5-year 8.63%, 10-year 28.07%.

UMPIX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.56%, investors should weigh costs against performance when evaluating this mutual fund.

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