MUBWX Mutual Fund

MUBWX Mutual Fund

NAV$9.57
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Returns Overview

1 Month
-1.37%
3 Months
-0.90%
6 Months
-0.12%
YTD
+0.19%
1 Year
+1.64%
3 Years (annualized)
+5.38%
5 Years (annualized)
+2.59%
10 Years (annualized)
+3.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MUBWX 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 US 3-Month Treasury Bill Index(^ICEBOFAUS3MTBI)
This Mutual Fund (YTD)
+0.19%
Peer Avg (YTD)
+0.50%
vs Peers
-0.31%

MUBWX Mutual Fund Performance

MUBWX performance across multiple time periods: 1-month -1.37%, YTD 0.19%, 1-year 1.64%, 3-year 5.38%, 5-year 2.59%, 10-year 3.33%.

MUBWX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.06%, investors should weigh costs against performance when evaluating this mutual fund.

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