FUMBX Mutual Fund

FUMBX Mutual Fund

NAV$10.15
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Returns Overview

1 Month
+0.99%
3 Months
+0.15%
6 Months
-0.10%
YTD
-0.27%
1 Year
+0.53%
3 Years (annualized)
+3.52%
5 Years (annualized)
+1.05%
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)
-0.27%
Peer Avg (YTD)
+1.80%
vs Peers
-2.07%

FUMBX Mutual Fund Performance

FUMBX performance across multiple time periods: 1-month 0.99%, YTD -0.27%, 1-year 0.53%, 3-year 3.52%, 5-year 1.05%, 10-year 1.58%.

FUMBX returns trail the peer average of 1.80% 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.