Overview Performance Dividends Peer Group Options

(UMBF) UMB Financial - Performance 24.5% in 12m

Compare UMBF with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?

Performance Rating 63.76%
#64 in Group
Rel. Strength 78.87%
#1616 in Universe
Total Return 12m 24.45%
#82 in Group
Total Return 5y 156.52%
#35 in Group
P/E 11.4
41th Percentile in Group
P/E Forward 10.5
39th Percentile in Group
PEG 1.73
22th Percentile in Group
FCF Yield 2.68%
23th Percentile in Group

12m Total Return: UMBF (24.5%) vs XLF (22.3%)

Compare overall performance (total returns) of UMB Financial with its related sector ETF XLF

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (UMBF) UMB Financial - Performance 24.5% in 12m

Top Performers in Regional Banks

Short Term
Symbol 1w 1m 3m
UMBF -1.81% -5.78% -8.42%
MIL 4.16% 26.9% 69.5%
MBK -1.69% 12.6% 53.5%
GLE -7.23% 2.85% 50.4%
Long Term
Symbol 6m 12m 5y
UMBF 1.2% 24.5% 157%
BBAR 77.2% 168% 885%
TBBK 7.06% 68.9% 896%
CCB 72.8% 132% 716%
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
Symbol 1m 12m 5y P/E P/E Forward PEG EPS
Stability		 EPS
CAGR
TBBK NASDAQ
The Bancorp		 -0.58% 68.9% 896% 13.3 - 1.46 95.5% 27.2%
SPNO CO
Spar Nord Bank		 0.48% 77.2% 519% 11.2 - 1.59 80.6% 25.8%
FBIZ NASDAQ
First Business Financial		 -8.4% 42% 275% 9.16 8.96 1.89 45.2% 10.2%
CBK XETRA
Commerzbank		 6.19% 82.8% 660% 10.4 10.8 0.94 72.6% 43.8%
SWED-A ST
Swedbank (publ)		 -4.91% 16.4% 199% 7.38 8.76 0.86 82.3% 14.1%
FBP NYSE
First Bancorp		 -1.02% 17.1% 350% 10.6 - 0.86 87.9% 13.2%
OFG NYSE
OFG Bancorp		 -3.92% 14.9% 306% 9.7 - 0.93 93.8% 17.8%
EQB TO
EQB		 -0.97% 18.1% 292% 9.58 8.37 0.27 62.9% 24.5%

Performance Comparison: UMBF vs XLF vs S&P 500

XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for UMBF
Total Return (including Dividends) UMBF XLF S&P 500
1 Month -5.78% -2.70% -3.01%
3 Months -8.42% 4.42% -3.15%
12 Months 24.45% 22.25% 10.19%
5 Years 156.52% 161.62% 129.24%
Trend Score (consistency of price movement) UMBF XLF S&P 500
1 Month 3.80% 62.5% -5.5%
3 Months -78.9% -0.9% -58.4%
12 Months 78.1% 93.1% 84.1%
5 Years 41.7% 75.2% 84.4%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #107 -3.17% -2.86%
3 Month #163 -12.3% -5.44%
12 Month #83 1.80% 12.9%
5 Years #37 -1.95% 11.9%

FAQs

Does UMBF UMB Financial outperforms the market?

Yes, over the last 12 months UMBF made 24.45%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.25%.
Over the last 3 months UMBF made -8.42%, while XLF made 4.42%.

Performance Comparison UMBF vs Indeces and Sectors

UMBF vs. Indices UMBF is Over or Underperforming

Symbol 1w 1m 6m 12m
US S&P 500 SPY -1.09% -2.77% 1.33% 14.3%
US NASDAQ 100 QQQ -0.11% -1.72% 2.10% 15.9%
US Dow Jones Industrial 30 DIA -1.29% -3.64% 0.41% 14.9%
German DAX 40 DAX 0.21% -2.40% -15.5% 2.76%
Shanghai Shenzhen CSI 300 CSI 300 -0.80% -6.01% 16.6% 15.3%
Hongkong Hang Seng HSI -3.06% -8.55% 10.6% 7.12%
India NIFTY 50 INDA -2.12% -13.7% 11.7% 23.8%
Brasil Bovespa EWZ -1.20% -14.1% 9.33% 36.2%

UMBF vs. Sectors UMBF is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC 0.45% -1.97% -6.78% 5.24%
Consumer Discretionary XLY -1.85% -1.95% -2.03% 10.4%
Consumer Staples XLP -3.88% -3.94% 0.49% 13.4%
Energy XLE -2.18% -13.8% -4.25% 23.6%
Financial XLF -1.57% -3.08% -10.8% 2.20%
Health Care XLV -1.51% -2.62% 6.03% 22.8%
Industrial XLI -1.40% -5.09% 2.04% 15.9%
Materials XLB -2.19% -6.29% 9.44% 28.4%
Real Estate XLRE -3.13% -3.09% 4.45% 11.1%
Technology XLK 0.04% -1.77% 6.45% 22.4%
Utilities XLU -4.38% -6.60% 2.21% -0.78%
Aerospace & Defense XAR -0.49% -7.06% -2.59% 3.52%
Biotech XBI 3.47% 0.07% 19.0% 35.5%
Homebuilder XHB -1.59% -5.93% 20.7% 32.2%
Retail XRT -3.39% -5.28% 5.41% 29.2%

UMBF vs. Commodities UMBF is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO -4.89% -11.8% -5.64% 28.2%
Natural Gas UNG -6.33% -1.68% -27.1% -11.5%
Gold GLD -5.38% -13.8% -16.1% -12.2%
Silver SLV -2.56% -12.8% -4.87% -4.58%
Copper CPER 1.92% -16.1% -7.00% 0.95%

UMBF vs. Yields & Bonds UMBF is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -4.71% -4.90% 5.59% 21.0%
iShares High Yield Corp. Bond HYG -1.99% -5.33% -0.39% 15.7%