BUBSX Mutual Fund

BUBSX Mutual Fund

NAV$10.16
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Returns Overview

1 Month
+0.32%
3 Months
+0.94%
6 Months
+1.75%
YTD
+2.04%
1 Year
+4.02%
3 Years (annualized)
+4.85%
5 Years (annualized)
+3.60%
10 Years (annualized)
+2.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BUBSX 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
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📉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)
+2.04%
Peer Avg (YTD)
+0.12%
vs Peers
+1.92%

BUBSX Mutual Fund Performance

BUBSX performance across multiple time periods: 1-month 0.32%, YTD 2.04%, 1-year 4.02%, 3-year 4.85%, 5-year 3.60%, 10-year 2.55%.

BUBSX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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