USBLX Mutual Fund

USBLX Mutual Fund

NAV$31.01
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Returns Overview

1 Month
+1.60%
3 Months
-0.32%
6 Months
+1.72%
YTD
+5.06%
1 Year
+5.41%
3 Years (annualized)
+14.04%
5 Years (annualized)
+5.66%
10 Years (annualized)
+8.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USBLX 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 General & Insured Municipal Debt Funds Index
This Mutual Fund (YTD)
+5.06%
Peer Avg (YTD)
+3.07%
vs Peers
+1.99%

USBLX Mutual Fund Performance

USBLX performance across multiple time periods: 1-month 1.60%, YTD 5.06%, 1-year 5.41%, 3-year 14.04%, 5-year 5.66%, 10-year 8.05%.

USBLX returns outperform the peer average of 3.07% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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