URSBX Mutual Fund

URSBX Mutual Fund

NAV$9.01
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Returns Overview

1 Month
+0.45%
3 Months
+0.07%
6 Months
+1.14%
YTD
+1.64%
1 Year
+2.54%
3 Years (annualized)
+5.90%
5 Years (annualized)
+3.54%
10 Years (annualized)
+3.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would URSBX 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
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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)
+1.64%
Peer Avg (YTD)
+1.93%
vs Peers
-0.28%

URSBX Mutual Fund Performance

URSBX performance across multiple time periods: 1-month 0.45%, YTD 1.64%, 1-year 2.54%, 3-year 5.90%, 5-year 3.54%, 10-year 3.27%.

URSBX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.33%, investors should weigh costs against performance when evaluating this mutual fund.

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