UMLGX Mutual Fund

UMLGX Mutual Fund

NAV$8.09
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Returns Overview

1 Month
+2.55%
3 Months
+3.61%
6 Months
+25.23%
YTD
+14.20%
1 Year
+15.20%
3 Years (annualized)
+15.97%
5 Years (annualized)
+5.00%
10 Years (annualized)
+13.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UMLGX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+14.20%
Peer Avg (YTD)
+8.68%
vs Peers
+5.52%

UMLGX Mutual Fund Performance

UMLGX performance across multiple time periods: 1-month 2.55%, YTD 14.20%, 1-year 15.20%, 3-year 15.97%, 5-year 5.00%, 10-year 13.53%.

UMLGX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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