CUBAX Mutual Fund

CUBAX Mutual Fund

NAV$14.30
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Returns Overview

1 Month
-2.40%
3 Months
-2.61%
6 Months
-1.60%
YTD
-1.75%
1 Year
-0.45%
3 Years (annualized)
+6.31%
5 Years (annualized)
+3.75%
10 Years (annualized)
+3.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CUBAX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
-1.75%
Peer Avg (YTD)
+0.50%
vs Peers
-2.25%

CUBAX Mutual Fund Performance

CUBAX performance across multiple time periods: 1-month -2.40%, YTD -1.75%, 1-year -0.45%, 3-year 6.31%, 5-year 3.75%, 10-year 3.73%.

CUBAX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

CUBAX vs another fund shows side-by-side returns. CUBAX alternatives are available in the Mutual Fund Screener.