Performance analysis of UMB Financial Corporation Depositary Shares each representing a 1400th of 7.00 FixedRate Reset NonCumulative Perpetual Preferred Stock (UMBFP)
Annual Return
Since Feb 4, 2025, UMBFP has had an average annual return of +1.65%, underperforming the benchmark SPY, which returned +17.49% annual.
| 2026 | 2025 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0% | +2.41% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0% | +0% | +0% | +0% | +0% | +0% | +0% | ||||||
| 2025 | -0.44% | +0.03% | +1.62% | +0.33% | +0.70% | +0.17% | +2.41% |
Drawdown analysis of UMB Financial Corporation Depositary Shares each representing a 1400th of 7.00 FixedRate Reset NonCumulative Perpetual Preferred Stock (UMBFP)
The maximum drawdown for the UMBFP was -2.37%, occurring on Feb 28, 2025. Recovery took 74 trading sessions.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -2.37% | Feb 27, 2025 | 1 | Feb 28, 2025 | 74 | Jun 16, 2025 | 75 |
| -0.76% | Feb 7, 2025 | 3 | Feb 12, 2025 | 5 | Feb 20, 2025 | 8 |
| -0.20% | Feb 20, 2025 | 1 | Feb 21, 2025 | 2 | Feb 25, 2025 | 3 |
| -0.12% | Feb 4, 2025 | 2 | Feb 6, 2025 | 1 | Feb 7, 2025 | 3 |
| -0.04% | Jun 16, 2025 | 1 | Jun 17, 2025 | 2 | Jun 20, 2025 | 3 |
| -0.04% | Jun 20, 2025 | 1 | Jun 23, 2025 | 4 | Jun 27, 2025 | 5 |
| -0.04% | Jun 30, 2025 | 1 | Jul 1, 2025 | 3 | Jul 7, 2025 | 4 |
| -0.04% | Jul 7, 2025 | 1 | Jul 8, 2025 | 1 | Jul 9, 2025 | 2 |
| -0.04% | Jul 9, 2025 | 1 | Jul 10, 2025 | 1 | Jul 11, 2025 | 2 |