UMPIX Mutual Fund

UMPIX Mutual Fund

NAV$80.73
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Returns Overview

1 Month
-8.82%
3 Months
-14.02%
6 Months
+10.35%
YTD
+10.35%
1 Year
+14.51%
3 Years (annualized)
+17.62%
5 Years (annualized)
+5.79%
10 Years (annualized)
+11.94%

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)
+10.35%
Peer Avg (YTD)
+5.40%
vs Peers
+4.95%

UMPIX Mutual Fund Performance

UMPIX performance across multiple time periods: 1-month -8.82%, YTD 10.35%, 1-year 14.51%, 3-year 17.62%, 5-year 5.79%, 10-year 11.94%.

UMPIX returns outperform the peer average of 5.40% 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.