UCMCX Mutual Fund

UCMCX Mutual Fund

NAV$12.53
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Returns Overview

1 Month
-2.59%
3 Months
-1.67%
6 Months
+5.37%
YTD
+5.46%
1 Year
+8.57%
3 Years (annualized)
+10.57%
5 Years (annualized)
+4.35%
10 Years (annualized)
+5.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UCMCX 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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+5.46%
Peer Avg (YTD)
+2.46%
vs Peers
+3.00%

UCMCX Mutual Fund Performance

UCMCX performance across multiple time periods: 1-month -2.59%, YTD 5.46%, 1-year 8.57%, 3-year 10.57%, 5-year 4.35%, 10-year 5.31%.

UCMCX returns outperform the peer average of 2.46% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

UCMCX vs another fund shows side-by-side returns. UCMCX alternatives are available in the Mutual Fund Screener.