FUBFX Mutual Fund

Returns Overview

1 Month
+0.07%
3 Months
+1.95%
6 Months
+5.56%
YTD
+3.01%
1 Year
+5.49%
3 Years (annualized)
+1.81%
5 Years (annualized)
+2.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FUBFX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)

FUBFX Mutual Fund Performance

FUBFX performance across multiple time periods: 1-month 0.07%, YTD 3.01%, 1-year 5.49%, 3-year 1.81%, 5-year 2.41%.

FUBFX returns can be compared against peers and benchmarks. With an expense ratio of 0.03%, investors should weigh costs against performance when evaluating this mutual fund.

FUBFX performance comparison shows side-by-side returns with another fund. FUBFX alternatives are available in the Mutual Fund Screener.