CUBRX Mutual Fund

CUBRX Mutual Fund

NAV$14.24
See how much of CUBRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.46%
3 Months
-0.03%
6 Months
-0.24%
YTD
+0.90%
1 Year
+3.09%
3 Years (annualized)
+6.68%
5 Years (annualized)
+4.12%
10 Years (annualized)
+4.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CUBRX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+0.90%
Peer Avg (YTD)
+2.15%
vs Peers
-1.25%

CUBRX Mutual Fund Performance

CUBRX performance across multiple time periods: 1-month 0.46%, YTD 0.90%, 1-year 3.09%, 3-year 6.68%, 5-year 4.12%, 10-year 4.15%.

CUBRX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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