USBSX Mutual Fund

USBSX Mutual Fund

NAV$17.14
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Returns Overview

1 Month
-0.53%
3 Months
+2.20%
6 Months
+4.87%
YTD
+6.52%
1 Year
+14.90%
3 Years (annualized)
+10.68%
5 Years (annualized)
+5.24%
10 Years (annualized)
+6.86%

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)
+6.52%
Peer Avg (YTD)
+5.54%
vs Peers
+0.99%

USBSX Mutual Fund Performance

USBSX performance across multiple time periods: 1-month -0.53%, YTD 6.52%, 1-year 14.90%, 3-year 10.68%, 5-year 5.24%, 10-year 6.86%.

USBSX returns outperform the peer average of 5.54% 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.