CUBIX Mutual Fund

CUBIX Mutual Fund

NAV$14.64
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Returns Overview

1 Month
-0.63%
3 Months
-0.19%
6 Months
-0.28%
YTD
+0.37%
1 Year
+3.72%
3 Years (annualized)
+6.50%
5 Years (annualized)
+3.94%
10 Years (annualized)
+4.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CUBIX 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
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+0.37%
Peer Avg (YTD)
+0.12%
vs Peers
+0.25%

CUBIX Mutual Fund Performance

CUBIX performance across multiple time periods: 1-month -0.63%, YTD 0.37%, 1-year 3.72%, 3-year 6.50%, 5-year 3.94%, 10-year 4.15%.

CUBIX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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