UMPIX Mutual Fund

UMPIX Mutual Fund

NAV$86.63
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Returns Overview

1 Month
-5.37%
3 Months
+5.18%
6 Months
+15.94%
YTD
+24.68%
1 Year
+34.10%
3 Years (annualized)
+14.80%
5 Years (annualized)
+7.39%
10 Years (annualized)
+12.09%

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
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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
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+24.68%
Peer Avg (YTD)
+2.39%
vs Peers
+22.29%

UMPIX Mutual Fund Performance

UMPIX performance across multiple time periods: 1-month -5.37%, YTD 24.68%, 1-year 34.10%, 3-year 14.80%, 5-year 7.39%, 10-year 12.09%.

UMPIX returns outperform the peer average of 2.39% 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.