USBSX Mutual Fund

USBSX Mutual Fund

NAV$16.43
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Returns Overview

1 Month
-0.06%
3 Months
-1.02%
6 Months
+1.15%
YTD
+5.43%
1 Year
+7.14%
3 Years (annualized)
+12.92%
5 Years (annualized)
+4.87%
10 Years (annualized)
+6.18%

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
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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
MSCI USA Investable Market Index
This Mutual Fund (YTD)
+5.43%
Peer Avg (YTD)
+5.30%
vs Peers
+0.13%

USBSX Mutual Fund Performance

USBSX performance across multiple time periods: 1-month -0.06%, YTD 5.43%, 1-year 7.14%, 3-year 12.92%, 5-year 4.87%, 10-year 6.18%.

USBSX returns outperform the peer average of 5.30% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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