UCBIX Mutual Fund

UCBIX Mutual Fund

NAV$9.92
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Returns Overview

1 Month
+3.70%
3 Months
-1.88%
6 Months
-2.76%
YTD
-1.51%
1 Year
-1.52%
3 Years (annualized)
+4.18%
5 Years (annualized)
+0.05%
10 Years (annualized)
+1.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UCBIX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-1.51%
Peer Avg (YTD)
-0.12%
vs Peers
-1.40%

UCBIX Mutual Fund Performance

UCBIX performance across multiple time periods: 1-month 3.70%, YTD -1.51%, 1-year -1.52%, 3-year 4.18%, 5-year 0.05%, 10-year 1.84%.

UCBIX returns trail the peer average of -0.12% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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