MUSBX Mutual Fund

NAV$40.36

Returns Overview

1 Month
+0.08%
3 Months
+13.81%
6 Months
+9.91%
YTD
+9.58%
1 Year
+19.58%
3 Years (annualized)
+16.01%
5 Years (annualized)
+10.73%
10 Years (annualized)
+12.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MUSBX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.58%
Peer Avg (YTD)
+9.51%
vs Peers
+0.07%

MUSBX Mutual Fund Performance

MUSBX performance across multiple time periods: 1-month 0.08%, YTD 9.58%, 1-year 19.58%, 3-year 16.01%, 5-year 10.73%, 10-year 12.57%.

MUSBX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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