BUBSX Mutual Fund

Returns Overview

1 Month
+0.29%
3 Months
+0.90%
6 Months
+1.71%
YTD
+1.71%
1 Year
+3.95%
3 Years (annualized)
+4.93%
5 Years (annualized)
+3.53%
10 Years (annualized)
+2.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BUBSX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Short-Term Government/Corporate Index
This Mutual Fund (YTD)
+1.71%
Peer Avg (YTD)
+3.23%
vs Peers
-1.52%

BUBSX Mutual Fund Performance

BUBSX performance across multiple time periods: 1-month 0.29%, YTD 1.71%, 1-year 3.95%, 3-year 4.93%, 5-year 3.53%, 10-year 2.54%.

BUBSX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

BUBSX performance comparison shows side-by-side returns with another fund. BUBSX alternatives are available in the Mutual Fund Screener.