BUBIX Mutual Fund

BUBIX Mutual Fund

NAV$10.11
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Returns Overview

1 Month
+0.31%
3 Months
+0.98%
6 Months
+1.88%
YTD
+2.51%
1 Year
+4.04%
3 Years (annualized)
+5.07%
5 Years (annualized)
+3.90%
10 Years (annualized)
+2.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BUBIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Short-Term Government/Corporate Index
This Mutual Fund (YTD)
+2.51%
Peer Avg (YTD)
+2.15%
vs Peers
+0.36%

BUBIX Mutual Fund Performance

BUBIX performance across multiple time periods: 1-month 0.31%, YTD 2.51%, 1-year 4.04%, 3-year 5.07%, 5-year 3.90%, 10-year 2.81%.

BUBIX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.15%, investors should weigh costs against performance when evaluating this mutual fund.

BUBIX vs another fund shows side-by-side returns. BUBIX alternatives are available in the Mutual Fund Screener.