UMDD ETF

$37.99

Returns Overview

1 Month
+9.56%
3 Months
+43.81%
6 Months
+47.60%
YTD
+41.98%
1 Year
+66.73%
3 Years (annualized)
+23.59%
5 Years (annualized)
+4.54%
10 Years (annualized)
+13.05%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would UMDD 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Midcap 400 Index(MID)
This ETF (YTD)
+41.98%
Peer Avg (YTD)
+3.47%
vs Peers
+38.51%

UMDD ETF Performance

UMDD performance across multiple time periods: 1-month 9.56%, YTD 41.98%, 1-year 66.73%, 3-year 23.59%, 5-year 4.54%, 10-year 13.05%.

UMDD returns outperform the peer average of 3.47% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this ETF.

UMDD performance comparison shows side-by-side returns with another fund. UMDD alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+9.56%N/A
3 Months+43.81%N/A
6 Months+47.60%N/A
1 Year+66.73%N/A
3 Years+23.59%N/A
5 Years+4.54%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized