UMEMX Mutual Fund

UMEMX Mutual Fund

NAV$20.77
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Returns Overview

1 Month
-0.28%
3 Months
-4.21%
6 Months
+24.55%
YTD
+27.14%
1 Year
+34.83%
3 Years (annualized)
+24.05%
5 Years (annualized)
+3.74%
10 Years (annualized)
+8.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UMEMX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+27.14%
Peer Avg (YTD)
+20.48%
vs Peers
+6.65%

UMEMX Mutual Fund Performance

UMEMX performance across multiple time periods: 1-month -0.28%, YTD 27.14%, 1-year 34.83%, 3-year 24.05%, 5-year 3.74%, 10-year 8.92%.

UMEMX returns outperform the peer average of 20.48% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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