Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UMBFO | -1.14% | NA | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/09/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UMBFO | 06/09/2025 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.75 | NA | NA | NA | NA | NA | NA | … | … | -1.14 | 10.77 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | -0.59 | 1.95 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 8.68 | 8.81 |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 5.82 | 5.11 |
| Yield(%) | 0.00 | 6.40 | 2.13 | 1.28 | 0.64 | 0.43 | 0.32 | … | … | 1.79 | 4.50 |
Data as of 06/05/2026, Common starting date is 06/09/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMBFO (UMBFO) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMBFO (UMBFO) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart