UASBX Mutual Fund

UASBX Mutual Fund

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Returns Overview

1 Month
+0.23%
3 Months
+0.54%
6 Months
+0.74%
YTD
+1.33%
1 Year
+2.83%
3 Years (annualized)
+5.25%
5 Years (annualized)
+2.95%
10 Years (annualized)
+2.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UASBX 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 1-3 Year Credit Index(^BB3YCRI)
This Mutual Fund (YTD)
+1.33%
Peer Avg (YTD)
+2.15%
vs Peers
-0.83%

UASBX Mutual Fund Performance

UASBX performance across multiple time periods: 1-month 0.23%, YTD 1.33%, 1-year 2.83%, 3-year 5.25%, 5-year 2.95%, 10-year 2.68%.

UASBX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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