USBNX Mutual Fund

USBNX Mutual Fund

NAV$29.99
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Returns Overview

1 Month
+2.11%
3 Months
-2.41%
6 Months
+5.72%
YTD
+16.49%
1 Year
+22.95%
3 Years (annualized)
+17.07%
5 Years (annualized)
+8.18%
10 Years (annualized)
+8.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USBNX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.49%
Peer Avg (YTD)
+12.21%
vs Peers
+4.28%

USBNX Mutual Fund Performance

USBNX performance across multiple time periods: 1-month 2.11%, YTD 16.49%, 1-year 22.95%, 3-year 17.07%, 5-year 8.18%, 10-year 8.81%.

USBNX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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