USBLX Mutual Fund

NAV$31.88

Returns Overview

1 Month
+0.27%
3 Months
+9.08%
6 Months
+6.65%
YTD
+6.51%
1 Year
+14.58%
3 Years (annualized)
+12.16%
5 Years (annualized)
+6.63%
10 Years (annualized)
+8.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USBLX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Lipper General & Insured Municipal Debt Funds Index
This Mutual Fund (YTD)
+6.51%
Peer Avg (YTD)
+4.14%
vs Peers
+2.37%

USBLX Mutual Fund Performance

USBLX performance across multiple time periods: 1-month 0.27%, YTD 6.51%, 1-year 14.58%, 3-year 12.16%, 5-year 6.63%, 10-year 8.16%.

USBLX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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