VUBFX Mutual Fund

VUBFX Mutual Fund

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Returns Overview

1 Month
+0.26%
3 Months
+0.87%
6 Months
+1.91%
YTD
+2.57%
1 Year
+4.21%
3 Years (annualized)
+5.19%
5 Years (annualized)
+3.53%
10 Years (annualized)
+2.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VUBFX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Treasury Bellwethers I Year Index(BBGUSTBIYI)
This Mutual Fund (YTD)
+2.57%
Peer Avg (YTD)
+2.15%
vs Peers
+0.42%

VUBFX Mutual Fund Performance

VUBFX performance across multiple time periods: 1-month 0.26%, YTD 2.57%, 1-year 4.21%, 3-year 5.19%, 5-year 3.53%, 10-year 2.67%.

VUBFX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this mutual fund.

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