USSBX Mutual Fund

USSBX Mutual Fund

NAV$8.98
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Returns Overview

1 Month
+0.24%
3 Months
+0.59%
6 Months
+0.84%
YTD
+1.45%
1 Year
+2.99%
3 Years (annualized)
+5.43%
5 Years (annualized)
+3.04%
10 Years (annualized)
+2.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USSBX 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
PROUpgrade to run
🏦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 Barclays 1-3 Year Credit Index(^BB3YCRI)
This Mutual Fund (YTD)
+1.45%
Peer Avg (YTD)
+2.15%
vs Peers
-0.71%

USSBX Mutual Fund Performance

USSBX performance across multiple time periods: 1-month 0.24%, YTD 1.45%, 1-year 2.99%, 3-year 5.43%, 5-year 3.04%, 10-year 2.93%.

USSBX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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