UMBHX Mutual Fund

NAV$27.45

Returns Overview

1 Month
+7.48%
3 Months
+32.93%
6 Months
+37.86%
YTD
+35.44%
1 Year
+61.15%
3 Years (annualized)
+24.45%
5 Years (annualized)
+10.12%
10 Years (annualized)
+18.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UMBHX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+35.44%
Peer Avg (YTD)
+9.51%
vs Peers
+25.94%

UMBHX Mutual Fund Performance

UMBHX performance across multiple time periods: 1-month 7.48%, YTD 35.44%, 1-year 61.15%, 3-year 24.45%, 5-year 10.12%, 10-year 18.48%.

UMBHX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

UMBHX performance comparison shows side-by-side returns with another fund. UMBHX alternatives are available in the Mutual Fund Screener.