CUBIX Mutual Fund

CUBIX Mutual Fund

NAV$14.44
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Returns Overview

1 Month
+1.27%
3 Months
-0.70%
6 Months
-0.89%
YTD
-0.34%
1 Year
+0.70%
3 Years (annualized)
+6.60%
5 Years (annualized)
+3.73%
10 Years (annualized)
+3.92%

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)
-0.34%
Peer Avg (YTD)
+1.93%
vs Peers
-2.26%

CUBIX Mutual Fund Performance

CUBIX performance across multiple time periods: 1-month 1.27%, YTD -0.34%, 1-year 0.70%, 3-year 6.60%, 5-year 3.73%, 10-year 3.92%.

CUBIX returns trail the peer average of 1.93% 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.