IUSBX Mutual Fund

IUSBX Mutual Fund

NAV$8.63
See how much of IUSBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.32%
3 Months
-0.87%
6 Months
-2.37%
YTD
-0.54%
1 Year
+0.93%
3 Years (annualized)
+3.09%
5 Years (annualized)
-1.14%
10 Years (annualized)
+0.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IUSBX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.54%
Peer Avg (YTD)
+2.15%
vs Peers
-2.69%

IUSBX Mutual Fund Performance

IUSBX performance across multiple time periods: 1-month 0.32%, YTD -0.54%, 1-year 0.93%, 3-year 3.09%, 5-year -1.14%, 10-year 0.59%.

IUSBX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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