UWMC Performance: -17.5% Return (12 Months)

UWMC returned -17.5% over 12 months, underperforming the S&P 500 (31.5%). Volatility: 58.1%.

RS IBD -54.10
Top 78% in Peers
Volatility 58.1%
Top 95% in Peers
Total Return 12m -17.52%
Top 87% in Peers
RS Rating 15.54
Top 78% in Peers
P/E
P/E Trailing 31.0
P/E Forward 8.47
High / Low 52w
52 Week High 6.49 USD
52 Week Low 3.42 USD
Sentiment
VRO Trend Strength ±100 48.39
Buy Signal ±3 -0.27
Drawdowns 3y
Max Drawdown 58.90%
Mean Drawdown 25.18%
Compare performance with 11 peers in Commercial & Residential Mortgage Finance
12m Total Return: UWMC (-17.5%) vs SPY (31.5%) Total Return of UWM Holdings versus its related sector ETF SPY
5y Drawdown (Underwater) Chart 5 Year Drawdown / Underwater Chart for UWMC Performance: -17.5% Return (12 Months)

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

Short Term Performance
SYMBOL 1W 1M 3M
MBIN 4.68% 6.79% 29.41%
VEL 1.22% 0.11% -3.49%
RDN 1.69% -1.67% -6.61%
ESNT 1.65% 0.02% -9.17%
MTG 1.65% -0.97% -9.78%
UWMC 7.20% -5.12% -14.08%
Long Term Performance
SYMBOL 6M 12M 5Y
MBIN 38.83% 34.87% 64.10%
MTG -1.53% 20.33% 112.54%
ESNT -0.87% 14.50% 35.60%
NMIH 3.13% 14.49% 59.54%
RDN -1.68% 13.16% 67.41%
UWMC -30.28% -17.52% -29.94%
Overall Best Picks of Peer Group (GARP Metrics)
SYMBOL MCAP 1M 12M 5Y P/E P/E fwd PEG EPS stab EPS cagr
ESNT NYSE
Essent		 5.53B 0.02% 14.5% 35.6% 8.43 7.97 0.84 -20.2% -11.4%
RDN NYSE
Radian		 4.50B -1.67% 13.2% 67.4% 7.52 7.32 0.76 -48.4% -50.8%

Performance: UWMC vs S&P 500

Total Return vs S&P 500
PERIOD UWMC S&P 500 DIFFERENCE
1 Month -5.12% -3.48% -1.70%
3 Months -14.08% -4.38% -10.14%
6 Months -30.28% -1.79% -29.01%
12 Months -17.52% 31.52% -37.29%
5 Years -29.94% 72.80% -59.46%

UWMC Performance FAQ

Does UWMC outperform the market?

No, UWMC underperforms the market. Over the past 12 months, UWMC returned -17.52% compared to 31.52% for the S&P 500.

What is the UWMC return over the last 12 months?

UWMC has returned -17.52% over the past 12 months, including dividends. Over 3 months the return was -14.08%, and over 5 years -29.94%.

How risky is UWMC?

UWMC has relatively low risk with a maximum drawdown of 58.90% over the past 3 years. The average drawdown is 25.18%.

UWMC vs Sectors (12m)

Sorted by outperformance. Positive = UWMC beats sector.

Relative Performance vs S&P Sectors
SECTOR ETF DIFFERENCE 12M
Consumer Staples XLP -26%
Health Care XLV -28.6%
Real Estate XLRE -30.8%
Financials XLF -31.6%
Consumer Discretionary XLY -38.2%
Communication Services XLC -47%
Communication Services XLC -47%
Materials XLB -51.7%
Industrials XLI -58.9%
Technology XLK -66.6%
Energy XLE -73.8%

UWMC vs Asset Classes (12m)

Relative Performance vs Major Asset Classes
ASSET CLASS ETF DIFFERENCE 12M
S&P 500 SPY -37.29%
Gold GLD -74.4%
Long-Term Bonds TLT -18.3%