Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UMBHX (SCOUT SMALL CAP FUND SCOUT SMALL CAP FUND) | 24.93% | 53.37% | 22.97% | 3.90% | 10.66% | 10.54% | 8.11% | … | … |
Data as of 06/05/2026, Common starting date is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UMBHX (SCOUT SMALL CAP FUND SCOUT SMALL CAP FUND) | 06/20/1996 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.60 | 53.37 | 22.97 | 3.90 | 10.66 | 10.54 | 8.11 | … | … | 24.93 | -26.22 | 20.50 | 9.99 | -23.35 | -7.97 | 25.60 | 20.93 | -5.16 | 31.91 | 12.48 | 0.48 | 5.44 | 37.02 | 18.35 | -4.02 | 20.85 | 21.54 | -40.19 | 13.15 | 12.07 | 5.61 | 19.95 | 39.39 | -10.52 | 11.37 | 21.82 | 1.26 | -3.68 | 23.02 | 4.49 |
| Sharpe Ratio | NA | 2.51 | 0.91 | 0.09 | 0.38 | NA | NA | … | … | 2.98 | -0.55 | 0.82 | 0.33 | -0.84 | -0.28 | 0.60 | 1.12 | -0.31 | 2.48 | 0.65 | 0.03 | 0.33 | 2.51 | 1.01 | -0.12 | 0.88 | 0.68 | -0.99 | 0.54 | 0.58 | 0.23 | 1.25 | 2.72 | -0.72 | 0.85 | 1.32 | -0.23 | -0.69 | 2.51 | 0.78 |
| Standard Deviation(%) | NA | 23.39 | 23.58 | 25.48 | 25.21 | NA | NA | … | … | 27.29 | 53.51 | 20.54 | 19.51 | 29.62 | 28.20 | 42.38 | 17.37 | 21.04 | 12.66 | 18.97 | 16.32 | 16.48 | 14.72 | 18.27 | 33.04 | 23.62 | 31.59 | 41.25 | 18.70 | 15.09 | 14.71 | 15.14 | 14.21 | 16.32 | 10.67 | 13.30 | 9.24 | 10.32 | 7.68 | 6.35 |
| Draw Down(%) | NA | 12.26 | 28.48 | 45.35 | 45.70 | NA | NA | … | … | 12.26 | 37.82 | 10.61 | 21.60 | 30.19 | 24.55 | 41.11 | 12.02 | 26.34 | 5.54 | 16.48 | 15.18 | 11.04 | 5.79 | 13.59 | 30.40 | 18.02 | 24.14 | 51.70 | 11.15 | 11.63 | 8.39 | 11.29 | 6.98 | 25.13 | 11.22 | 8.57 | 11.90 | 21.90 | 5.65 | 5.66 |
| Yield(%) | 0.00 | 45.64 | 20.94 | 8.33 | 10.59 | 11.35 | 8.56 | … | … | 0.00 | 42.40 | 12.03 | 0.00 | 2.42 | 0.03 | 0.04 | 4.51 | 7.94 | 11.78 | 5.07 | 14.24 | 0.76 | 0.00 | 0.43 | 0.00 | 0.00 | 0.55 | 0.00 | 8.34 | 5.85 | 2.72 | 0.00 | 3.79 | 2.48 | 17.17 | 4.17 | 6.90 | 8.25 | 8.57 | 8.47 |
Data as of 06/05/2026, Common starting date is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMBHX (SCOUT SMALL CAP FUND SCOUT SMALL CAP FUND) |
-15.50%
Feb 2006 – Feb 2009 |
-4.48%
Feb 2004 – Feb 2009 |
4.21%
Jan 2006 – Jan 2016 |
4.87%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMBHX (SCOUT SMALL CAP FUND SCOUT SMALL CAP FUND) |
25.57%
Jan 2003 – Jan 2006 |
22.12%
Feb 2009 – Feb 2014 |
16.70%
Feb 2009 – Feb 2019 |
11.32%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart