UISBX Mutual Fund

NAV$9.07

Returns Overview

1 Month
-0.44%
3 Months
-0.66%
6 Months
-1.09%
YTD
-1.09%
1 Year
+3.66%
3 Years (annualized)
+5.79%
5 Years (annualized)
+3.05%
10 Years (annualized)
+2.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UISBX 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 Barclays 1-3 Year Credit Index(^BB3YCRI)
This Mutual Fund (YTD)
-1.09%
Peer Avg (YTD)
+3.23%
vs Peers
-4.32%

UISBX Mutual Fund Performance

UISBX performance across multiple time periods: 1-month -0.44%, YTD -1.09%, 1-year 3.66%, 3-year 5.79%, 5-year 3.05%, 10-year 2.97%.

UISBX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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