UWMC Performance: -26.9% Return (12 Months)
UWMC returned -26.9% over 12 months, underperforming the S&P 500 (23.6%). Volatility: 52.9%.
RS (IBD)
-54.30
Top 78% in Peers
Volatility
52.9%
Top 86% in Peers
Total Return 12m
-26.87%
Top 87% in Peers
RS Rating
13.61
Top 78% in Peers
| P/E | Value |
|---|---|
| P/E Trailing | 28.5 |
| P/E Forward | 7.91 |
| High / Low | USD |
|---|---|
| 52 Week High | 6.49 USD |
| 52 Week Low | 3.42 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 38.03 |
| Buy Signal +-3 | -0.09 |
| Drawdowns | in 3y |
|---|---|
| Max Drawdown | 58.90% |
| Mean Drawdown | 25.04% |
Peer Group: Commercial & Residential Mortgage Finance (11 symbols)
12m Total Return: UWMC (-26.9%) vs SPY (23.6%)
5y Drawdown (Underwater) Chart
Top Performer in Commercial & Residential Mortgage Finance (5/11)
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| UWMC | 8.77% | -10.0% | -14.1% |
| MBIN | 5.25% | 3.61% | 29.4% |
| VEL | 2.41% | -0.55% | -3.49% |
| RDN | 3.25% | -2.32% | -6.61% |
| ESNT | 2.46% | -1.11% | -9.17% |
| MTG | 3.11% | -0.75% | -9.78% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| UWMC | -34.7% | -26.9% | -29.9% |
| MBIN | 39.0% | 33.6% | 64.1% |
| NMIH | 2.23% | 4.63% | 59.5% |
| MTG | -2.53% | 11.4% | 113% |
| ESNT | -2.45% | 6.51% | 35.6% |
| RDN | -1.99% | 5.52% | 67.4% |
Performance: UWMC vs S&P 500
| Total Return | UWMC | S&P 500 | Difference |
|---|---|---|---|
| 1 Month | -10.03% | -3.34% | -6.93% |
| 3 Months | -14.08% | -4.38% | -10.1% |
| 6 Months | -34.71% | -1.44% | -33.8% |
| 12 Months | -26.87% | 23.60% | -40.8% |
| 5 Years | -29.94% | 72.80% | -59.5% |
FAQs
Does UWMC outperform the market?
No, UWMC underperforms the market.
Over the past 12 months, UWMC returned -26.87% compared to 23.60% for the S&P 500.
What is the UWMC return over the last 12 months?
UWMC has returned -26.87% 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 25.04%.
UWMC vs Sectors (12m)
Sorted by outperformance. Positive = UWMC beats sector.
| Sector | ETF | Difference |
|---|---|---|
| Consumer Staples | XLP | -29.5% |
| Health Care | XLV | -31.3% |
| Financials | XLF | -32.3% |
| Real Estate | XLRE | -32.4% |
| Consumer Discretionary | XLY | -41.0% |
| Consumer Discretionary | XLY | -41.0% |
| Communication Services | XLC | -49.1% |
| Materials | XLB | -50.6% |
| Industrials | XLI | -58.8% |
| Technology | XLK | -67.0% |
| Energy | XLE | -67.9% |
UWMC vs Asset Classes (12m)
| Asset Class | ETF | Difference |
|---|---|---|
| S&P 500 | SPY | -40.8% |
| Gold | GLD | -76.8% |
| Long-Term Bonds | TLT | -25.7% |