USCBX Mutual Fund

USCBX Mutual Fund

NAV$9.96
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Returns Overview

1 Month
-2.38%
3 Months
-0.55%
6 Months
-0.16%
YTD
+0.43%
1 Year
+6.40%
3 Years (annualized)
+2.65%
5 Years (annualized)
+0.11%
10 Years (annualized)
+1.82%

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)
+0.43%
Peer Avg (YTD)
+0.39%
vs Peers
+0.04%

USCBX Mutual Fund Performance

USCBX performance across multiple time periods: 1-month -2.38%, YTD 0.43%, 1-year 6.40%, 3-year 2.65%, 5-year 0.11%, 10-year 1.82%.

USCBX returns outperform the peer average of 0.39% 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.