UNYBX Mutual Fund

UNYBX Mutual Fund

NAV$9.87
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Returns Overview

1 Month
+0.10%
3 Months
-7.74%
6 Months
-8.20%
1 Year
-6.14%
3 Years (annualized)
-3.09%
5 Years (annualized)
-1.47%
10 Years (annualized)
+0.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UNYBX 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)

UNYBX Mutual Fund Performance

UNYBX performance across multiple time periods: 1-month 0.10%, 1-year -6.14%, 3-year -3.09%, 5-year -1.47%, 10-year 0.62%.

UNYBX returns can be compared against peers and benchmarks. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

UNYBX performance comparison shows side-by-side returns with another fund. UNYBX alternatives are available in the Mutual Fund Screener.