UMAR ETF

UMAR ETF
$43.41
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Returns Overview

1 Month
+0.28%
3 Months
+2.15%
6 Months
+9.20%
YTD
+8.05%
1 Year
+10.71%
3 Years (annualized)
+12.31%
5 Years (annualized)
+7.99%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would UMAR 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
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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 500 Total Return Index(^SP500TR:SP)
This ETF (YTD)
+8.05%
Peer Avg (YTD)
+7.58%
vs Peers
+0.48%

UMAR ETF Performance

UMAR performance across multiple time periods: 1-month 0.28%, YTD 8.05%, 1-year 10.71%, 3-year 12.31%, 5-year 7.99%.

UMAR returns outperform the peer average of 7.58% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this ETF.

UMAR vs another fund shows side-by-side returns. UMAR alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+0.28%N/A
3 Months+2.15%N/A
6 Months+9.20%N/A
1 Year+10.71%N/A
3 Years+12.31%N/A
5 Years+7.99%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized