(UWMC) Performance -24.4% Return (12 Months)

UWMC returned -24.4% over 12 months, underperforming the S&P 500 (24.8%). Volatility: 48.3%.

RS IBD -67.81
Top 96% in Peers
Volatility 48.3%
Top 86% in Peers
Total Return 12m -24.36%
Top 87% in Peers
RS Rating 2.67
Top 96% in Peers
P/E
P/E Trailing 10.0
P/E Forward 7.86
High / Low 52w
52 Week High 6.49 USD
52 Week Low 2.92 USD
Sentiment
VRO Trend Strength ±100 0.63
Buy Signal ±3 -0.87
Drawdowns 3y
Max Drawdown 64.91%
Median Drawdown 28.84%
Compare vs 11 peers in Commercial & Residential Mortgage Finance
12m Total Return: UWMC (-24.4%) vs PEER ETF Total Return of UWM Holdings versus broad market ETF SPY
5y Drawdown (Underwater) Chart 5 Year Drawdown / Underwater Chart for (UWMC) Performance -24.4% Return (12 Months)

Detailed Performance Metrics Updated: 2026-05-20 03:56

Risk-Adjusted Return
CAGR -9.7%
CAGR / Max DD -0.15
CAGR / Mean DD -0.36
CAGR / Median DD -0.34
Market Sensitivity & Volatility
ATR % 6.66%
Beta 1.464
Beta Downside 1.784
Alpha -60.76%
CAPM 11.13%
Trend & Momentum
Current Price 2.92 USD
SMA 20 3.32 USD +13.70%
SMA 50 3.57 USD +22.26%
SMA 200 4.74 USD +62.33%
RSI 14 26.8
EMA8 Dist. Percentile 19.5%
Distance to 52W High -55.01%
Hurst Exponent 0.697
Key Levels
Support / Resistance (price, strength)

3.6 (0.81)

Pivot Points (date, price, move %)

2025-09-11: 7.14 | 2025-11-18: 4.81 (-32.63%) | 2025-12-02: 5.97 (+24.12%) | 2026-01-05: 4.28 (-28.31%) | 2026-01-16: 6.15 (+43.69%) | 2026-03-26: 3.38 (-45.04%) | 2026-04-21: 4.02 (+18.92%)

Structural Changepoints

2025-09-11 | 2025-10-09 | 2025-12-04 | 2025-12-31 | 2026-01-28 | 2026-03-27 | 2026-04-20

Stock Splits

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Peer Rankings higher = better
METRIC UWMC PERCENTILE RANK
RS IBD 2.67 4.5
Performance 1M -26.63% 4.5
Performance 3M -37.47% 4.5
Performance 6M -38.71% 4.5
Performance 12M -24.36% 13.6
Sharpe Ratio -0.33 13.6

Top Performer in Commercial & Residential Mortgage Finance (5/11)

Short Term Performance
SYMBOL 1W 1M 3M
RDN 0.24% 5.79% 14.67%
ESNT -0.05% -2.92% 1.65%
MTG 0.04% -6.29% 0.61%
AGM -3.91% -1.92% -0.45%
NMIH 1.10% -5.88% -2.55%
UWMC -10.15% -26.63% -37.47%
Long Term Performance
SYMBOL 6M 12M 5Y
MBIN 44.31% 37.47% 60.68%
RDN 9.68% 11.69% 89.19%
ESNT 0.70% 4.53% 40.26%
NMIH 2.44% -1.10% 58.42%
AGM 5.64% -7.68% 97.01%
UWMC -38.71% -24.36% -47.19%

Overall Best Picks of Peer Group (GARP Metrics)

SYMBOL MCAP 1M 12M 5Y P/E P/E fwd PEG EPS stab EPS cagr
RDN NYSE
Radian		 5.03B 5.79% 11.7% 89.2% 8.82 7.61 0.76 -9.60% -2.64%
ESNT NYSE
Essent		 5.72B -2.92% 4.53% 40.3% 8.83 8.53 0.84 14.8% -4.46%
NMIH NASDAQ
NMI Holdings		 2.85B -5.88% -1.10% 58.4% 7.63 6.83 1.66 93.7% 11.2%
MTG NYSE
MGIC Investment		 5.48B -6.29% -0.16% 103% 8.22 8.63 0.40 30.7% -2.01%

Compare UWMC vs S&P 500

Total Return vs S&P 500
PERIOD UWMC S&P 500
1 Week -10.15% -0.60%
1 Month -26.63% 3.53%
3 Months -37.47% 7.49%
6 Months -38.71% 11.36%
12 Months -24.36% 24.76%
5 Years -47.19% 89.33%

FAQ

Does UWMC outperform the market?

No, UWMC underperforms the market. Over the past 12 months, UWMC returned -24.36% compared to 24.76% for the S&P 500.

What is the UWMC return over the last 12 months?

UWMC has returned -24.36% over the past 12 months, including dividends. Over 3 months the return was -37.47%, and over 5 years -47.19%.

How risky is UWMC?

UWMC has relatively low risk with a maximum drawdown of 64.91% over the past 3 years. The average drawdown is 27.08%.

UWMC vs Sectors (12m)

Relative Performance vs S&P Sectors Sorted by outperformance, Positive = UWMC beats sector.
SECTOR ETF DIFFERENCE 12M
Financials XLF -24.9%
Consumer Discretionary XLY -31.1%
Consumer Staples XLP -31.8%
Real Estate XLRE -32.4%
Real Estate XLRE -32.4%
Health Care XLV -36%
Materials XLB -39%
Communication Services XLC -39.5%
Industrials XLI -42.9%
Technology XLK -72.9%
Energy XLE -74.3%

UWMC vs Asset Classes (12m)

Relative Performance vs Major Asset Classes
ASSET CLASS ETF DIFFERENCE 12M
S&P 500 SPY -49.1%
Emerging Market EEM -66.3%
Gold GLD -62.4%
Long-Term Bonds TLT -25.2%
Risk-Free Cash SHY -27.6%