CUBIX Mutual Fund

NAV$14.62

Returns Overview

1 Month
-0.88%
3 Months
-1.42%
6 Months
-2.53%
YTD
-2.34%
1 Year
+4.69%
3 Years (annualized)
+6.96%
5 Years (annualized)
+4.11%
10 Years (annualized)
+4.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CUBIX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
-2.34%
Peer Avg (YTD)
+3.23%
vs Peers
-5.57%

CUBIX Mutual Fund Performance

CUBIX performance across multiple time periods: 1-month -0.88%, YTD -2.34%, 1-year 4.69%, 3-year 6.96%, 5-year 4.11%, 10-year 4.33%.

CUBIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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