Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UMBXV | -2.08% | NA | NA | NA | NA | NA | NA | … | … |
Data as of 04/02/2026, Common starting date is 05/30/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UMBXV | 05/30/2025 | 04/02/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.33 | NA | NA | NA | NA | NA | NA | … | … | -2.08 | 11.44 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | -1.08 | 2.01 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 9.64 | 8.68 |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 5.82 | 5.11 |
| Yield(%) | 1.86 | 6.45 | 2.15 | 1.29 | 0.65 | 0.43 | 0.32 | … | … | 1.79 | 4.54 |
Data as of 04/02/2026, Common starting date is 05/30/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMBXV (UMBXV) |
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 |
|---|---|---|---|---|
| UMBXV (UMBXV) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart