USBLX Mutual Fund

USBLX Mutual Fund

NAV$30.75
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Returns Overview

1 Month
+0.99%
3 Months
+0.21%
6 Months
+5.19%
YTD
+6.45%
1 Year
+12.29%
3 Years (annualized)
+12.18%
5 Years (annualized)
+6.01%
10 Years (annualized)
+7.97%

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)
+6.45%
Peer Avg (YTD)
+3.78%
vs Peers
+2.67%

USBLX Mutual Fund Performance

USBLX performance across multiple time periods: 1-month 0.99%, YTD 6.45%, 1-year 12.29%, 3-year 12.18%, 5-year 6.01%, 10-year 7.97%.

USBLX returns outperform the peer average of 3.78% 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.