Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UMBMX (SCOUT MID CAP FUND SCOUT MID CAP FUND) | 11.19% | 24.15% | 19.93% | 8.36% | 12.46% | 11.53% | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/02/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UMBMX (SCOUT MID CAP FUND SCOUT MID CAP FUND) | 11/02/2006 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.49 | 24.15 | 19.93 | 8.36 | 12.46 | 11.53 | NA | … | … | 11.19 | 15.46 | 21.60 | 12.73 | -17.31 | 15.68 | 27.27 | 20.76 | -9.83 | 24.02 | 18.31 | 1.42 | 4.09 | 37.68 | 9.89 | 0.32 | 27.90 | 47.15 | -35.10 | 21.94 | 2.83 |
| Sharpe Ratio | NA | 1.47 | 1.02 | 0.33 | 0.56 | NA | NA | … | … | 1.49 | 0.68 | 1.22 | 0.61 | -0.81 | 0.89 | 0.74 | 1.58 | -0.68 | 2.56 | 1.26 | 0.09 | 0.29 | 2.65 | 0.64 | 0.01 | 1.22 | 1.47 | -0.98 | 1.01 | 1.54 |
| Standard Deviation(%) | NA | 14.63 | 16.30 | 17.80 | 19.24 | NA | NA | … | … | 17.21 | 18.46 | 14.76 | 15.08 | 23.24 | 17.59 | 36.41 | 12.23 | 16.55 | 9.16 | 14.42 | 14.79 | 13.97 | 14.22 | 15.42 | 24.23 | 22.87 | 31.97 | 36.51 | 18.74 | 10.45 |
| Draw Down(%) | NA | 9.19 | 20.26 | 26.30 | 36.91 | NA | NA | … | … | 9.19 | 19.41 | 7.87 | 13.57 | 23.71 | 9.08 | 36.91 | 7.95 | 21.76 | 3.71 | 10.78 | 11.15 | 11.59 | 5.72 | 14.08 | 20.79 | 18.25 | 24.49 | 49.06 | 12.04 | 2.69 |
| Yield(%) | 0.00 | 10.43 | 10.01 | 7.19 | 8.90 | 9.28 | 10.81 | … | … | 0.00 | 10.78 | 15.65 | 0.19 | 3.33 | 12.13 | 2.96 | 0.90 | 6.69 | 9.55 | 2.80 | 8.15 | 17.59 | 7.03 | 2.34 | 4.93 | 5.70 | 0.47 | 0.00 | 8.92 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/02/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMBMX (SCOUT MID CAP FUND SCOUT MID CAP FUND) |
-2.07%
Jun 2007 – Jun 2010 |
2.71%
Mar 2015 – Mar 2020 |
7.70%
Oct 2013 – Oct 2023 |
9.01%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMBMX (SCOUT MID CAP FUND SCOUT MID CAP FUND) |
34.95%
Feb 2009 – Feb 2012 |
28.34%
Feb 2009 – Feb 2014 |
18.29%
Feb 2009 – Feb 2019 |
15.22%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart