FUMBX Mutual Fund

NAV$10.23

Returns Overview

1 Month
+0.06%
3 Months
-0.08%
6 Months
-0.40%
YTD
-0.40%
1 Year
+1.84%
3 Years (annualized)
+3.92%
5 Years (annualized)
+1.24%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Barclays US 1-5 Year Treasury Index(^BBU5YTR)
This Mutual Fund (YTD)
-0.40%
Peer Avg (YTD)
+1.92%
vs Peers
-2.32%

FUMBX Mutual Fund Performance

FUMBX performance across multiple time periods: 1-month 0.06%, YTD -0.40%, 1-year 1.84%, 3-year 3.92%, 5-year 1.24%.

FUMBX returns trail the peer average of 1.92% YTD. With an expense ratio of 0.03%, investors should weigh costs against performance when evaluating this mutual fund.

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