USCBX Mutual Fund

USCBX Mutual Fund

NAV$9.51
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Returns Overview

1 Month
-0.31%
3 Months
-1.35%
6 Months
-1.80%
YTD
+0.12%
1 Year
+5.31%
3 Years (annualized)
+2.84%
5 Years (annualized)
-0.13%
10 Years (annualized)
+1.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USCBX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.12%
Peer Avg (YTD)
+0.17%
vs Peers
-0.05%

USCBX Mutual Fund Performance

USCBX performance across multiple time periods: 1-month -0.31%, YTD 0.12%, 1-year 5.31%, 3-year 2.84%, 5-year -0.13%, 10-year 1.57%.

USCBX returns trail the peer average of 0.17% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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