UWMC Performance Analysis - UWM Holdings | -67.7% 12M Return

12M Return: -67.7% | -89.4% vs S&P 500 | Volatility: 66.3% | Relative Strength, Momentum & Peer Ranking

RS IBD 0.10
Top 95% in Peers
Idiosyncratic Score 0.22
Top 95% in Peers
Total Return 3m -45.1%
Top 5% in Peers
Total Return 12m -67.67%
Top 95% in Peers
P/E
P/E Trailing0.00
P/E Forward3.97
High / Low 52w
52 Week High6.41 USD
52 Week Low0.93 USD
Sentiment
Buy Signal ±3-0.95
VRO Trend ±10021.83
Drawdowns 3y
Max Drawdown84.92%
Median Drawdown33.07%
Compare vs 10 peers in Commercial & Residential Mortgage Finance
Total Return: UWMC vs Peers Total Return of UWM Holdings versus broad market ETF SPY
5y Drawdown (Underwater) Chart 5 Year Drawdown / Underwater Chart for UWMC Performance Analysis - UWM Holdings | -67.7% 12M Return

Detailed Performance Metrics Updated: 2026-08-15 03:55

Risk-Adjusted Return
CAGR -29.9%
CAGR / Max DD -0.35
CAGR / Mean DD -0.95
CAGR / Median DD -0.90
Market Sensitivity & Volatility
ATR % 10.72%
Beta 1.276
Beta Downside 2.170
Alpha -94.85%
CAPM 10.47%
Trend & Momentum
Current Price 1.59 USD
SMA 20 Distance +7.55%
SMA 50 Distance +25.79%
SMA 200 Distance +127.67%
RSI 14 42.3
EMA8 Dist. Percentile 88.9%
Distance to 52W High -75.20%
Hurst Exponent 0.472
Key Levels
Support / Resistance (price, strength)
2 (0.92)
Pivot Points (date, price, move %)

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Structural Changepoints
2025-12-31 2026-01-28 2026-03-27 2026-04-20 2026-07-23 2026-08-06
Peer Rankings higher = better
METRIC UWMC PERCENTILE RANK
RS IBD 0.10 5.0
Performance 1M -21.29% 5.0
Performance 3M -45.12% 5.0
Performance 6M -64.68% 5.0
Performance 12M -67.67% 5.0
Sharpe Ratio -1.40 5.0

Top Performer in Commercial & Residential Mortgage Finance 5 of 10 peers

Short Term Performance
SYMBOL 1W 1M 3M
AGM -1.21% 17.01% 33.61%
MBIN 1.16% 12.97% 22.06%
NMIH 2.42% 9.07% 21.34%
MTG 2.23% 9.74% 20.93%
ESNT 1.24% 7.01% 16.36%
UWMC 24.22% -21.29% -45.12%
Long Term Performance
SYMBOL 6M 12M 5Y
MBIN 16.73% 68.08% 142.45%
AGM 35.58% 28.07% 177.47%
NMIH 14.19% 14.99% 106.83%
MTG 17.36% 14.36% 136.26%
ESNT 13.23% 13.21% 65.34%
UWMC -64.68% -67.67% -67.16%

Overall Best Picks of Peer Group GARP Metrics

SYMBOL MCAP 1M 12M 5Y P/E P/E fwd PEG EPS cagr
NMIH NASDAQ
NMI Holdings		 3.36B 9.07% 14.99% 106.83% 8.79 8.47 1.66 11.59%
ESNT NYSE
Essent		 6.08B 7.01% 13.21% 65.34% 9.43 9.38 0.84 3.52%
MTG NYSE
MGIC Investment		 6.25B 9.74% 14.36% 136.26% 9.53 9.64 0.40 10.12%

Compare UWMC vs S&P 500

Total Return vs S&P 500
PERIOD UWMC S&P 500
1 Week 24.22% 0.40%
1 Month -21.29% 3.26%
3 Months -45.12% 4.03%
6 Months -64.68% 14.30%
12 Months -67.67% 21.71%
5 Years -67.16% 87.07%

FAQ

Does UWMC outperform the market?

No, UWMC underperforms the market. Over the past 12 months, UWMC returned -67.67% compared to 21.71% for the S&P 500.

What is the UWMC return over the last 12 months?

UWMC has returned -67.67% over the past 12 months, including dividends. Over 3 months the return was -45.12%, and over 5 years -67.16%.

How risky is UWMC?

UWMC has relatively low risk with a maximum drawdown of 84.92% over the past 3 years. The average drawdown is 31.41%.

UWMC vs Sectors 12m

Relative Performance vs S&P Sectors Sorted by outperformance, Positive = UWMC beats sector.
SECTOR ETF DIFFERENCE 12M
Communication Services XLC -70.5%
Consumer Discretionary XLY -71.4%
Consumer Discretionary XLY -71.4%
Consumer Staples XLP -75.7%
Financials XLF -79.1%
Real Estate XLRE -81.7%
Materials XLB -86.5%
Industrials XLI -92.7%
Health Care XLV -94.8%
Technology XLK -110.4%
Energy XLE -116.9%

UWMC vs Asset Classes 12m

Relative Performance vs Major Asset Classes
ASSET CLASS ETF DIFFERENCE 12M
S&P 500 SPY -89.4%
Emerging Market EEM -103.8%
Gold GLD -98.3%
Long-Term Bonds TLT -66.3%
Risk-Free Cash SHY -70.5%