(UWMC) Performance -35.2% Return (12 Months)
UWMC returned -35.2% over 12 months, underperforming the S&P 500 (25.9%). Volatility: 50.7%.
Detailed Performance Metrics Updated: 2026-06-17 03:55
| CAGR | -19.9% |
| CAGR / Max DD | -0.28 |
| CAGR / Mean DD | -0.69 |
| CAGR / Median DD | -0.65 |
| ATR % | 7.30% |
| Beta | 1.479 |
| Beta Downside | 1.867 |
| Alpha | -74.53% |
| CAPM | 11.18% |
| Current Price | 2.43 USD |
| SMA 20 Distance | +11.93% |
| SMA 50 Distance | +33.74% |
| SMA 200 Distance | +86.83% |
| RSI 14 | 25.2 |
| EMA8 Dist. Percentile | 60.4% |
| Distance to 52W High | -62.56% |
| Hurst Exponent | 0.634 |
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| METRIC | UWMC | PERCENTILE RANK |
|---|---|---|
| RS IBD | 1.44 | 5.0 |
| Performance 1M | -16.78% | 5.0 |
| Performance 3M | -31.19% | 5.0 |
| Performance 6M | -50.19% | 5.0 |
| Performance 12M | -35.21% | 5.0 |
| Sharpe Ratio | -0.61 | 5.0 |
Top Performer in Commercial & Residential Mortgage Finance 5 of 10 peers
| SYMBOL | 1W | 1M | 3M |
|---|---|---|---|
| AGM | 6.81% | 6.24% | 23.95% |
| MBIN | 1.80% | 10.32% | 19.08% |
| WD | -1.97% | 4.37% | 15.64% |
| MTG | 3.21% | -0.04% | 1.58% |
| RKT | 5.61% | 6.75% | -5.69% |
| UWMC | -2.02% | -16.78% | -31.19% |
| SYMBOL | 6M | 12M | 5Y |
|---|---|---|---|
| MBIN | 35.68% | 60.35% | 89.76% |
| RDN | -1.13% | 5.13% | 81.28% |
| ESNT | -7.36% | 3.23% | 43.92% |
| AGM | 5.61% | 2.13% | 114.00% |
| MTG | -8.28% | 0.09% | 113.46% |
| UWMC | -50.19% | -35.21% | -61.57% |
Compare UWMC vs S&P 500
| PERIOD | UWMC | S&P 500 |
|---|---|---|
| 1 Week | -2.02% | 1.80% |
| 1 Month | -16.78% | 1.58% |
| 3 Months | -31.19% | 12.46% |
| 6 Months | -50.19% | 11.16% |
| 12 Months | -35.21% | 25.93% |
| 5 Years | -61.57% | 90.27% |
FAQ
No, UWMC underperforms the market. Over the past 12 months, UWMC returned -35.21% compared to 25.93% for the S&P 500.
UWMC has returned -35.21% over the past 12 months, including dividends. Over 3 months the return was -31.19%, and over 5 years -61.57%.
UWMC has relatively low risk with a maximum drawdown of 71.76% over the past 3 years. The average drawdown is 28.76%.
UWMC vs Sectors 12m
| SECTOR | ETF | DIFFERENCE 12M |
|---|---|---|
| Consumer Staples | XLP | -43.5% |
| Communication Services | XLC | -44.2% |
| Financials | XLF | -44.4% |
| Real Estate | XLRE | -46.5% |
| Consumer Discretionary | XLY | -46.8% |
| Consumer Discretionary | XLY | -46.8% |
| Health Care | XLV | -49.9% |
| Materials | XLB | -57.2% |
| Industrials | XLI | -62.1% |
| Energy | XLE | -65.3% |
| Technology | XLK | -89.5% |
UWMC vs Asset Classes 12m
| ASSET CLASS | ETF | DIFFERENCE 12M |
|---|---|---|
| S&P 500 | SPY | -61.1% |
| Emerging Market | EEM | -83.4% |
| Gold | GLD | -62.8% |
| Long-Term Bonds | TLT | -40.7% |
| Risk-Free Cash | SHY | -38.6% |