Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| UMBHX (SCOUT SMALL CAP FUND SCOUT SMALL CAP FUND) | -2.76% | 9.01% | 9.31% | 3.77% | 6.27% | 9.90% | 6.87% | 8.11% |
Data as of 07/01/2025, AR inception 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 | 07/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 1.28 | 9.01 | 9.31 | 3.77 | 6.27 | 9.90 | 6.87 | 8.11 | -2.76 | 8.75 | 9.99 | -25.79 | -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 | 0.21 | 0.21 | 0.10 | 0.19 | NA | NA | 0.30 | -0.26 | 0.09 | 0.30 | -0.91 | -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 | 0.55 | 0.59 | 0.23 | 1.26 | 2.72 | -0.71 | 0.86 | 1.33 | -0.21 | -0.68 | 2.53 | 0.81 |
| Standard Deviation(%) | NA | 27.81 | 23.67 | 25.45 | 24.90 | NA | NA | 21.59 | 32.07 | 23.39 | 19.51 | 29.94 | 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 | 28.48 | 28.48 | 45.70 | 45.70 | NA | NA | 54.67 | 27.38 | 17.01 | 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 | 11.05 | 5.35 | 2.97 | 5.54 | 8.33 | 5.79 | 7.69 | 0.00 | 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 07/01/2025, AR inception 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