UMPSX Mutual Fund

UMPSX Mutual Fund

NAV$61.18
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Returns Overview

1 Month
-8.90%
3 Months
-14.27%
6 Months
+9.76%
YTD
+9.50%
1 Year
+13.32%
3 Years (annualized)
+16.44%
5 Years (annualized)
+4.73%
10 Years (annualized)
+10.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UMPSX 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
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+9.50%
Peer Avg (YTD)
+5.40%
vs Peers
+4.10%

UMPSX Mutual Fund Performance

UMPSX performance across multiple time periods: 1-month -8.90%, YTD 9.50%, 1-year 13.32%, 3-year 16.44%, 5-year 4.73%, 10-year 10.86%.

UMPSX returns outperform the peer average of 5.40% YTD. With an expense ratio of 2.56%, investors should weigh costs against performance when evaluating this mutual fund.

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