CUBRX Mutual Fund

CUBRX Mutual Fund

NAV$14.29
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Returns Overview

1 Month
+1.27%
3 Months
-0.68%
6 Months
-0.84%
YTD
-0.25%
1 Year
+0.80%
3 Years (annualized)
+6.69%
5 Years (annualized)
+3.85%
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
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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)
-0.25%
Peer Avg (YTD)
+1.93%
vs Peers
-2.18%

CUBRX Mutual Fund Performance

CUBRX performance across multiple time periods: 1-month 1.27%, YTD -0.25%, 1-year 0.80%, 3-year 6.69%, 5-year 3.85%, 10-year 4.15%.

CUBRX returns trail the peer average of 1.93% 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.