USCBX Mutual Fund

USCBX Mutual Fund

NAV$9.92
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Returns Overview

1 Month
+3.70%
3 Months
-2.17%
6 Months
-2.74%
YTD
-1.50%
1 Year
-1.51%
3 Years (annualized)
+4.05%
5 Years (annualized)
-0.00%
10 Years (annualized)
+1.53%

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)
-1.50%
Peer Avg (YTD)
-0.12%
vs Peers
-1.38%

USCBX Mutual Fund Performance

USCBX performance across multiple time periods: 1-month 3.70%, YTD -1.50%, 1-year -1.51%, 3-year 4.05%, 5-year -0.00%, 10-year 1.53%.

USCBX returns trail the peer average of -0.12% 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.