UASBX Mutual Fund

UASBX Mutual Fund

NAV$9.03
See how much of UASBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.06%
3 Months
+0.67%
6 Months
+0.73%
YTD
+1.10%
1 Year
+3.43%
3 Years (annualized)
+5.60%
5 Years (annualized)
+3.09%
10 Years (annualized)
+2.87%

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)
+1.10%
Peer Avg (YTD)
+0.12%
vs Peers
+0.98%

UASBX Mutual Fund Performance

UASBX performance across multiple time periods: 1-month 0.06%, YTD 1.10%, 1-year 3.43%, 3-year 5.60%, 5-year 3.09%, 10-year 2.87%.

UASBX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.75%, 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.