Performance analysis of UMB Financial (UMBF)
Annual Return
Over the past 3 years, UMBF has had an average annual return of +28.92%, outperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, UMBF has had an average annual return of +7.53%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, UMBF has had an average annual return of +10.29%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 1, 1999, UMBF has had an average annual return of +9.16%, outperforming the benchmark SPY, which returned +8.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +12.73% | +3.44% | +37.34% | +2.24% | -19.96% | +56.05% | +2.75% | +14.70% | -13.86% | -5.37% | +68.41% | -16.65% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -10.13% | +49.07% | +19.84% | -8.24% | +7.44% | -18.41% | +30.34% | +6.62% | +15.98% | +14.50% | +21.16% | +26.56% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -2.46% | +14.35% | +1.33% | -9.66% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +10.52% | -8.86% | -2.30% | +11.86% | +4.03% | -1.58% | +12.73% | ||||||
| 2025 | +4.47% | -6.42% | -7.99% | -6.46% | +9.04% | +2.36% | +4.59% | +10.83% | -2.59% | -9.69% | +3.93% | +3.94% | +3.44% |
| 2024 | -1.26% | -1.08% | +7.09% | -8.43% | +3.49% | +1.68% | +22.30% | +1.54% | +1.86% | +4.40% | +14.36% | -9.78% | +37.34% |
| 2023 | +7.99% | +0.52% | -36.03% | +10.20% | -10.96% | +8.14% | +16.59% | -10.97% | -1.23% | +1.08% | +14.25% | +17.19% | +2.24% |
| 2022 | -7.22% | +3.46% | -4.25% | -7.18% | +2.41% | -6.38% | +5.11% | -1.14% | -5.40% | -1.27% | +2.76% | -1.88% | -19.96% |
| 2021 | +2.87% | +18.88% | +9.81% | +5.09% | -0.33% | -3.45% | +0.58% | -2.16% | +6.04% | +2.18% | +1.78% | +5.87% | +56.05% |
| 2020 | -3.18% | -12.50% | -19.72% | +9.62% | +0.87% | +1.03% | -3.39% | +7.87% | -8.23% | +24.20% | +11.73% | +1.91% | +2.75% |
| 2019 | +5.56% | +6.91% | -6.51% | +9.09% | -11.62% | +7.12% | +3.71% | -8.70% | +4.12% | +1.05% | +3.08% | +2.51% | +14.70% |
| 2018 | +5.92% | -4.17% | -0.46% | +5.79% | +0.61% | -0.71% | -5.69% | +4.66% | -5.41% | -9.94% | +5.98% | -9.48% | -13.86% |
| 2017 | +0.02% | +2.18% | -4.13% | -3.74% | -3.39% | +7.28% | -6.95% | -3.65% | +11.43% | -1.29% | +2.22% | -3.96% | -5.37% |
Drawdown analysis of UMB Financial (UMBF)
The maximum drawdown for the UMBF was -52.70%, occurring on Oct 3, 2011. Recovery took 538 trading sessions.
The current UMBF drawdown is -3.87%.
Since Nov 1, 1999 UMBF has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 5 times
- 20% or more: 9 times
- 10% or more: 16 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -52.70% | Sep 19, 2008 | 765 | Oct 3, 2011 | 538 | Nov 21, 2013 | 1303 |
| -50.23% | Jan 14, 2022 | 326 | May 4, 2023 | 346 | Sep 19, 2024 | 672 |
| -45.00% | Jun 8, 2018 | 458 | Apr 3, 2020 | 192 | Jan 7, 2021 | 650 |
| -37.76% | Jan 22, 2014 | 501 | Jan 19, 2016 | 206 | Nov 9, 2016 | 707 |
| -31.79% | Nov 25, 2024 | 93 | Apr 11, 2025 | 194 | Jan 21, 2026 | 287 |
| -29.26% | Nov 3, 1999 | 82 | Mar 2, 2000 | 334 | Jun 28, 2001 | 416 |
| -27.59% | May 15, 2002 | 200 | Mar 3, 2003 | 137 | Sep 16, 2003 | 337 |
| -22.52% | Sep 19, 2007 | 58 | Dec 11, 2007 | 92 | Apr 24, 2008 | 150 |
| -21.27% | Mar 1, 2017 | 132 | Sep 7, 2017 | 188 | Jun 7, 2018 | 320 |
| -18.57% | Feb 6, 2026 | 34 | Mar 27, 2026 | 27 | May 6, 2026 | 61 |
| -16.25% | Aug 21, 2001 | 17 | Sep 20, 2001 | 131 | Apr 1, 2002 | 148 |
| -16.10% | Jun 20, 2008 | 16 | Jul 15, 2008 | 5 | Jul 22, 2008 | 21 |
| -14.40% | May 14, 2021 | 44 | Jul 19, 2021 | 53 | Oct 1, 2021 | 97 |
| -12.75% | Aug 11, 2008 | 11 | Aug 26, 2008 | 16 | Sep 18, 2008 | 27 |
| -10.65% | Dec 9, 2016 | 26 | Jan 19, 2017 | 22 | Feb 21, 2017 | 48 |
| -10.25% | Apr 27, 2004 | 105 | Sep 27, 2004 | 31 | Nov 9, 2004 | 136 |
| -9.86% | May 8, 2007 | 43 | Jul 10, 2007 | 22 | Aug 9, 2007 | 65 |
| -8.95% | Nov 6, 2003 | 40 | Jan 6, 2004 | 40 | Mar 4, 2004 | 80 |
| -8.67% | Apr 5, 2006 | 33 | May 23, 2006 | 72 | Sep 5, 2006 | 105 |
| -8.41% | Jan 12, 2021 | 10 | Jan 27, 2021 | 6 | Feb 4, 2021 | 16 |
| -8.38% | Dec 15, 2004 | 30 | Jan 28, 2005 | 46 | Apr 6, 2005 | 76 |
| -8.31% | Nov 23, 2021 | 18 | Dec 20, 2021 | 10 | Jan 4, 2022 | 28 |
| -8.22% | Mar 18, 2021 | 4 | Mar 24, 2021 | 25 | Apr 29, 2021 | 29 |
| -7.91% | Apr 7, 2005 | 15 | Apr 28, 2005 | 46 | Jul 5, 2005 | 61 |
| -7.40% | Oct 26, 2021 | 1 | Oct 27, 2021 | 8 | Nov 8, 2021 | 9 |