USBSX Mutual Fund

NAV$17.02

Returns Overview

1 Month
+0.61%
3 Months
+7.65%
6 Months
+7.57%
YTD
+7.10%
1 Year
+23.07%
3 Years (annualized)
+13.87%
5 Years (annualized)
+6.80%
10 Years (annualized)
+7.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USBSX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI USA Investable Market Index
This Mutual Fund (YTD)
+7.10%
Peer Avg (YTD)
+5.87%
vs Peers
+1.23%

USBSX Mutual Fund Performance

USBSX performance across multiple time periods: 1-month 0.61%, YTD 7.10%, 1-year 23.07%, 3-year 13.87%, 5-year 6.80%, 10-year 7.19%.

USBSX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

USBSX performance comparison shows side-by-side returns with another fund. USBSX alternatives are available in the Mutual Fund Screener.