Performance analysis of UWM (UWMC)
Annual Return
Over the past 3 years, UWMC has had an average annual return of -13.37%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, UWMC has had an average annual return of -14.87%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Mar 4, 2021, UWMC has had an average annual return of -13.76%, underperforming the benchmark SPY, which returned +15.70% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -35.99% | -19.40% | -12.98% | +132.08% | -38.12% | -28.72% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +12.10% | -10.19% | -15.69% | -2.21% | -13.56% | -10.79% | -35.99% | ||||||
| 2025 | +2.73% | +4.14% | -11.58% | -13.92% | -8.51% | -1.30% | -2.90% | +41.79% | +8.46% | -7.56% | +3.92% | -23.58% | -19.40% |
| 2024 | -6.29% | -4.77% | +15.48% | -13.22% | +16.99% | -4.62% | +21.21% | +11.91% | -8.29% | -24.42% | +1.08% | -8.23% | -12.98% |
| 2023 | +38.36% | -6.98% | +17.76% | +22.20% | -14.49% | +11.10% | +17.14% | -9.15% | -17.04% | +0% | +12.36% | +32.98% | +132.08% |
| 2022 | -12.67% | -16.06% | +6.78% | -18.10% | +9.17% | -9.88% | +6.50% | -3.97% | -16.88% | +11.96% | +35.67% | -24.00% | -38.12% |
| 2021 | -8.12% | +2.91% | +8.95% | -4.00% | -9.71% | -3.66% | -4.12% | -2.16% | +1.33% | -12.83% | -28.72% |
Drawdown analysis of UWM (UWMC)
The maximum drawdown for the UWMC was -68.71%, occurring on Sep 29, 2022. Recovery took 449 trading sessions.
The current UWMC drawdown is -67.24%.
Since Mar 4, 2021 UWMC has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -68.71% | Jun 11, 2021 | 328 | Sep 29, 2022 | 449 | Jul 16, 2024 | 777 |
| -67.24% | Aug 23, 2024 | 444 | Jun 3, 2026 | Ongoing | Ongoing | Ongoing |
| -25.75% | Mar 17, 2021 | 37 | May 10, 2021 | 13 | May 27, 2021 | 50 |
| -7.26% | Aug 2, 2024 | 3 | Aug 7, 2024 | 4 | Aug 13, 2024 | 7 |
| -7.21% | Jul 16, 2024 | 6 | Jul 24, 2024 | 3 | Jul 29, 2024 | 9 |
| -6.53% | Mar 4, 2021 | 2 | Mar 8, 2021 | 1 | Mar 9, 2021 | 3 |
| -4.38% | Mar 9, 2021 | 3 | Mar 12, 2021 | 3 | Mar 17, 2021 | 6 |
| -3.77% | Aug 14, 2024 | 1 | Aug 15, 2024 | 4 | Aug 21, 2024 | 5 |
| -3.49% | May 27, 2021 | 4 | Jun 3, 2021 | 3 | Jun 8, 2021 | 7 |
| -3.01% | Jun 9, 2021 | 1 | Jun 10, 2021 | 1 | Jun 11, 2021 | 2 |
| -2.97% | Jul 31, 2024 | 1 | Aug 1, 2024 | 1 | Aug 2, 2024 | 2 |
| -0.74% | Aug 21, 2024 | 1 | Aug 22, 2024 | 1 | Aug 23, 2024 | 2 |