UMBMX Mutual Fund

UMBMX Mutual Fund

NAV$26.71
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Returns Overview

1 Month
-5.83%
3 Months
-8.48%
6 Months
+2.60%
YTD
+5.69%
1 Year
+9.08%
3 Years (annualized)
+19.44%
5 Years (annualized)
+8.77%
10 Years (annualized)
+12.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UMBMX 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 Midcap Index(^RMCC)
This Mutual Fund (YTD)
+5.69%
Peer Avg (YTD)
+6.72%
vs Peers
-1.03%

UMBMX Mutual Fund Performance

UMBMX performance across multiple time periods: 1-month -5.83%, YTD 5.69%, 1-year 9.08%, 3-year 19.44%, 5-year 8.77%, 10-year 12.61%.

UMBMX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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