SPUBX Mutual Fund

SPUBX Mutual Fund

NAV$9.14
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Returns Overview

1 Month
+1.99%
3 Months
-0.35%
6 Months
-1.09%
YTD
-0.85%
1 Year
-0.53%
3 Years (annualized)
+4.40%
5 Years (annualized)
+0.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPUBX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg 1-5 Year Government/Credit Index(BBG115YGCI)
This Mutual Fund (YTD)
-0.85%
Peer Avg (YTD)
+1.93%
vs Peers
-2.78%

SPUBX Mutual Fund Performance

SPUBX performance across multiple time periods: 1-month 1.99%, YTD -0.85%, 1-year -0.53%, 3-year 4.40%, 5-year 0.37%.

SPUBX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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