UMBHX Mutual Fund

UMBHX Mutual Fund

NAV$24.65
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Returns Overview

1 Month
-3.32%
3 Months
-14.67%
6 Months
+13.42%
YTD
+15.57%
1 Year
+24.58%
3 Years (annualized)
+20.72%
5 Years (annualized)
+7.40%
10 Years (annualized)
+16.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UMBHX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+15.57%
Peer Avg (YTD)
+9.98%
vs Peers
+5.59%

UMBHX Mutual Fund Performance

UMBHX performance across multiple time periods: 1-month -3.32%, YTD 15.57%, 1-year 24.58%, 3-year 20.72%, 5-year 7.40%, 10-year 16.46%.

UMBHX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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