USBAX Mutual Fund

USBAX Mutual Fund

NAV$10.02
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Returns Overview

1 Month
+0.32%
3 Months
+0.93%
6 Months
+1.56%
YTD
+2.01%
1 Year
+3.50%
3 Years (annualized)
+4.93%
5 Years (annualized)
+3.41%
10 Years (annualized)
+2.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USBAX 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
Lipper Ultra Short Obligations Funds Index(LIPUSOFI)
This Mutual Fund (YTD)
+2.01%
Peer Avg (YTD)
+2.15%
vs Peers
-0.15%

USBAX Mutual Fund Performance

USBAX performance across multiple time periods: 1-month 0.32%, YTD 2.01%, 1-year 3.50%, 3-year 4.93%, 5-year 3.41%, 10-year 2.77%.

USBAX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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