Find A Portfolio/Ticker
Comparison Box
UMBMX: SCOUT MID CAP FUND SCOUT MID CAP FUND (MUTUAL FUND)
Basic Info 24.88 0.07(0.28%) July 02
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (55%) |
| Start Date: | 11/02/2006 |
| Last Dividend Date: | 12/30/2024 |
| 12-Mo. Yield | 14.13% |
| Expenses | 0.96% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/01/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/02/2006 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.5 | 7.3 | 18.9 | 13.1 | 14.0 | 10.6 | 13.0 | 11.0 | 21.6 | 12.7 | -17.3 | 15.7 | 27.3 | 20.8 | -9.8 | 24.0 | 18.3 | 1.4 | 4.1 | 37.7 | 9.9 | 0.3 | 27.9 | 47.1 | -35.1 | 21.9 | 2.8 |
| Sharpe Ratio | NA | 0.44 | 0.71 | 0.5 | 0.64 | 0.47 | NA | 0.47 | 1.22 | 0.61 | -0.81 | 0.89 | 0.74 | 1.58 | -0.68 | 2.56 | 1.26 | 0.09 | 0.29 | 2.65 | 0.64 | 0.01 | 1.22 | 1.47 | -0.98 | 1.01 | 1.54 |
| Draw Down(%) | NA | 19.4 | 20.3 | 20.3 | 26.3 | 36.9 | NA | 50.2 | 7.9 | 13.6 | 23.7 | 9.1 | 36.9 | 8.0 | 21.8 | 3.7 | 10.8 | 11.1 | 11.6 | 5.7 | 14.1 | 20.8 | 18.2 | 24.5 | 49.1 | 12.0 | 2.7 |
| Standard Deviation(%) | NA | 23.1 | 19.7 | 17.9 | 18.5 | 19.3 | NA | 21.1 | 14.8 | 15.1 | 23.2 | 17.6 | 36.4 | 12.2 | 16.6 | 9.2 | 14.4 | 14.8 | 14.0 | 14.2 | 15.4 | 24.2 | 22.9 | 32.0 | 36.5 | 18.7 | 10.5 |
| Treynor Ratio | NA | 0.1 | 0.13 | 0.09 | 0.12 | 0.09 | NA | 0.11 | 0.16 | 0.1 | -0.21 | 0.14 | 0.27 | 0.21 | -0.11 | 0.21 | 0.2 | 0.01 | 0.04 | 0.34 | 0.1 | 0.0 | 0.27 | 0.49 | -0.46 | 0.18 | 0.15 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.01 | 0.02 | -0.01 | 0.0 | -0.04 | 0.03 | -0.02 | 0.0 | 0.01 | 0.03 | 0.01 | -0.04 | 0.0 | -0.02 | 0.01 | 0.0 | 0.03 | -0.01 | 0.06 | -0.06 |
| Beta | NA | 1.01 | 1.04 | 0.98 | 0.98 | 0.97 | NA | 0.93 | 1.13 | 0.96 | 0.88 | 1.13 | 0.98 | 0.93 | 1.0 | 1.09 | 0.91 | 0.95 | 1.07 | 1.09 | 1.0 | 0.88 | 1.04 | 0.95 | 0.78 | 1.08 | 1.11 |
| RSquared | NA | 0.97 | 0.96 | 0.95 | 0.93 | 0.95 | NA | 0.93 | 0.93 | 0.95 | 0.94 | 0.92 | 0.98 | 0.94 | 0.96 | 0.88 | 0.93 | 0.96 | 0.92 | 0.92 | 0.92 | 0.96 | 0.97 | 0.95 | 0.9 | 0.91 | 0.88 |
| Yield(%) | N/A | 0.0 | 14.1 | 7.0 | 8.3 | 7.6 | 11.6 | N/A | 15.6 | 0.2 | 3.3 | 12.1 | 3.0 | 0.9 | 6.7 | 9.6 | 2.8 | 8.2 | 17.6 | 7.0 | 2.3 | 4.9 | 5.7 | 0.5 | 0.0 | 8.9 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 9333.3 | 20.5 | 63.6 | N/A | N/A | N/A | 9333.3 | -95.6 | -71.1 | 397.5 | 301.4 | -89.0 | -19.4 | 301.0 | -68.4 | -59.3 | 212.2 | 228.9 | -54.9 | 4.9 | 1666.7 | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/02/2006
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP BLEND Asset Class Trend Rankings |
Top Rated Funds in MID-CAP BLEND
Best Mutual Funds
- ARGFX (ARIEL FUND INVESTOR CLASS) 1.43% (100%)
- VIMSX (VANGUARD MID-CAP INDEX FUND INVESTOR SHARES) 0.27% (98%)
- VEXMX (VANGUARD EXTENDED MARKET INDEX FUND INVESTOR SHARES) 1.15% (97%)
- LAVLX (LORD ABBETT MID CAP STOCK FUND INC CLASS A) 0.30% (93%)
- LLSCX (LONGLEAF PARTNERS SMALL-CAP FUND LONGLEAF PARTNERS SMALL-CAP FUND) 0.55% (93%)
- OSTFX (OSTERWEIS FUND INVESTOR CLASS) 0.15% (92%)
- RSVAX (VICTORY RS VALUE FUND CLASS A) 0.35% (92%)
- RVVHX (ROYCE SMALL-CAP VALUE FUND INVESTMENT CLASS) 1.33% (91%)
- RYVFX (ROYCE SMALL-CAP VALUE FUND SERVICE CLASS) 1.33% (91%)
- LVOYX (LORD ABBETT VALUE OPPORTUNITIES FUND CLASS I) 0.76% (90%)
Best ETFs
- MDY (SPDR S&P Midcap 400 ETF Trust) 0.99% (100%)
- CSD (Invesco S&P Spin-Off ETF) 0.76% (97%)
- CZA (Invesco Zacks Mid-Cap ETF) 0.08% (96%)
- EZM (WisdomTree U.S. MidCap Fund) 0.97% (96%)
- FNX (First Trust Mid Cap Core AlphaDEX Fund) 0.85% (95%)
- IJH (iShares Core S&P Mid-Cap ETF) 1.00% (95%)
- IWR (iShares Russell Midcap ETF) 0.54% (94%)
- VXF (Vanguard Extended Market ETF) 1.08% (94%)
- IVOO (Vanguard S&P Mid-Cap 400 ETF) 1.06% (27%)
- SCHM (Schwab U.S. Mid-Cap ETF) 0.92% (26%)
Best Closed End Funds
- CET (Central Securities Corporation) 0.61% (99%)
- CUBA (Herzfeld Caribbean Basin Closed Fund) 0.0% (99%)
- FUND (Sprott Focus Trust) 1.85% (98%)
Latest Articles Related to UMBMX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
