FUMBX Mutual Fund

FUMBX Mutual Fund

NAV$10.12
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Returns Overview

1 Month
-0.02%
3 Months
+0.01%
6 Months
-0.33%
YTD
+0.33%
1 Year
+1.97%
3 Years (annualized)
+4.16%
5 Years (annualized)
+1.34%
10 Years (annualized)
+1.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FUMBX 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
Bloomberg Barclays US 1-5 Year Treasury Index(^BBU5YTR)
This Mutual Fund (YTD)
+0.33%
Peer Avg (YTD)
+1.70%
vs Peers
-1.37%

FUMBX Mutual Fund Performance

FUMBX performance across multiple time periods: 1-month -0.02%, YTD 0.33%, 1-year 1.97%, 3-year 4.16%, 5-year 1.34%, 10-year 1.58%.

FUMBX returns trail the peer average of 1.70% YTD. With an expense ratio of 0.03%, investors should weigh costs against performance when evaluating this mutual fund.

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