UMI ETF

$57.99

Returns Overview

1 Month
+9.65%
3 Months
+16.88%
6 Months
+18.14%
YTD
+16.15%
1 Year
+18.13%
3 Years
+26.15%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would UMI 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
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📉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

+9.65%

3 Months Performance

+16.88%

6 Months Performance

+18.14%

1 Year Performance

+18.13%

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This ETF (YTD)
+16.15%
Peer Avg (YTD)
+16.58%
vs Peers
-0.43%

UMI ETF Performance

UMI performance across multiple time periods: 1-month 9.65%, YTD 16.15%, 1-year 18.13%, 3-year 26.15%.

UMI returns trail the peer average of 16.58% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+9.65%N/A
3 Months+16.88%N/A
6 Months+18.14%N/A
1 Year+18.13%N/A
3 Years+26.15%N/A

All returns shown are total returns, not annualized