(UWMC) Performance -20.6% Return (12 Months)
UWMC returned -20.6% over 12 months, underperforming the S&P 500 (29.6%). Volatility: 48.1%.
RS IBD
2.90
Top 96% in Peers
Idiosyncratic Score
2.84
Top 96% in Peers
Volatility
48.2%
Top 77% in Peers
Total Return 12m
-20.62%
Top 87% in Peers
P/E
P/E Trailing10.3
P/E Forward7.18
High / Low 52w
52 Week High6.49 USD
52 Week Low2.92 USD
Sentiment
Buy Signal ±3-0.98
VRO Trend ±1005.16
Drawdowns 3y
Max Drawdown64.91%
Median Drawdown29.89%
Compare vs 11 peers in
Commercial & Residential Mortgage Finance
12m Total Return: UWMC (-20.6%) vs Peers
5y Drawdown (Underwater) Chart
Detailed Performance Metrics Updated: 2026-06-03 03:55
Risk-Adjusted Return
| CAGR | -11.4% |
| CAGR / Max DD | -0.18 |
| CAGR / Mean DD | -0.41 |
| CAGR / Median DD | -0.38 |
Market Sensitivity & Volatility
| ATR % | 5.57% |
| Beta | 1.440 |
| Beta Downside | 1.772 |
| Alpha | -66.34% |
| CAPM | 11.05% |
Trend & Momentum
| Current Price | 2.97 USD |
| SMA 20 Distance | +6.40% |
| SMA 50 Distance | +16.84% |
| SMA 200 Distance | +57.58% |
| RSI 14 | 33.8 |
| EMA8 Dist. Percentile | 47.7% |
| Distance to 52W High | -54.24% |
| Hurst Exponent | 0.655 |
Key Levels
Support / Resistance (price, strength)
3.6 (0.77)
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%)
2026-05-19: 2.83 (-29.6%)
2026-05-26: 3.23 (+14.13%)
Structural Changepoints
2025-12-04
2025-12-31
2026-01-28
2026-03-27
2026-04-20
Peer Rankings
higher = better
| METRIC | UWMC | PERCENTILE RANK |
|---|---|---|
| RS IBD | 2.90 | 4.5 |
| Performance 1M | -16.10% | 13.6 |
| Performance 3M | -29.50% | 4.5 |
| Performance 6M | -44.73% | 4.5 |
| Performance 12M | -20.62% | 13.6 |
| Sharpe Ratio | -0.25 | 22.7 |
Top Performer in Commercial & Residential Mortgage Finance 5 of 11 peers
Short Term Performance
| SYMBOL | 1W | 1M | 3M |
|---|---|---|---|
| AGM | 1.12% | 6.17% | 14.77% |
| MBIN | 0.28% | 2.18% | 8.47% |
| WD | -0.54% | -0.71% | 7.59% |
| RDN | -4.68% | -3.98% | -2.58% |
| MTG | -4.34% | -4.34% | -7.70% |
| UWMC | -4.50% | -16.10% | -29.50% |
Long Term Performance
| SYMBOL | 6M | 12M | 5Y |
|---|---|---|---|
| MBIN | 42.87% | 50.12% | 72.79% |
| RDN | -3.35% | 3.51% | 71.62% |
| AGM | 5.88% | 0.54% | 110.91% |
| ESNT | -8.35% | -0.17% | 28.19% |
| NMIH | -6.82% | -10.02% | 44.29% |
| UWMC | -44.73% | -20.62% | -52.36% |
Compare UWMC vs S&P 500
Total Return vs S&P 500
| PERIOD | UWMC | S&P 500 |
|---|---|---|
| 1 Week | -4.50% | 1.20% |
| 1 Month | -16.10% | 5.79% |
| 3 Months | -29.50% | 10.97% |
| 6 Months | -44.73% | 12.09% |
| 12 Months | -20.62% | 29.62% |
| 5 Years | -52.36% | 92.63% |
FAQ
Does UWMC outperform the market?
No, UWMC underperforms the market. Over the past 12 months, UWMC returned -20.62% compared to 29.62% for the S&P 500.
What is the UWMC return over the last 12 months?
UWMC has returned -20.62% over the past 12 months, including dividends. Over 3 months the return was -29.50%, and over 5 years -52.36%.
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 27.83%.
UWMC vs Sectors 12m
Relative Performance vs S&P Sectors
Sorted by outperformance, Positive = UWMC beats sector.
| SECTOR | ETF | DIFFERENCE 12M |
|---|---|---|
| Consumer Staples | XLP | -22.1% |
| Financials | XLF | -23.1% |
| Real Estate | XLRE | -28.3% |
| Real Estate | XLRE | -28.3% |
| Consumer Discretionary | XLY | -31.2% |
| Health Care | XLV | -32.9% |
| Communication Services | XLC | -33.5% |
| Materials | XLB | -41.6% |
| Industrials | XLI | -44.4% |
| Energy | XLE | -65.4% |
| Technology | XLK | -91.8% |
UWMC vs Asset Classes 12m
Relative Performance vs Major Asset Classes
| ASSET CLASS | ETF | DIFFERENCE 12M |
|---|---|---|
| S&P 500 | SPY | -50.2% |
| Emerging Market | EEM | -78.8% |
| Gold | GLD | -52.8% |
| Long-Term Bonds | TLT | -25.8% |
| Risk-Free Cash | SHY | -24% |