UMPSX Mutual Fund

NAV$69.84
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Returns Overview

1 Month
+6.47%
3 Months
+28.02%
6 Months
+31.10%
YTD
+27.72%
1 Year
+44.02%
3 Years (annualized)
+18.95%
5 Years (annualized)
+7.97%
10 Years (annualized)
+14.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UMPSX 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

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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)
+27.72%
Peer Avg (YTD)
+3.47%
vs Peers
+24.24%

UMPSX Mutual Fund Performance

UMPSX performance across multiple time periods: 1-month 6.47%, YTD 27.72%, 1-year 44.02%, 3-year 18.95%, 5-year 7.97%, 10-year 14.22%.

UMPSX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.56%, investors should weigh costs against performance when evaluating this mutual fund.

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