SPUBX Mutual Fund

SPUBX Mutual Fund

NAV$9.10
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Returns Overview

1 Month
-2.65%
3 Months
-3.50%
6 Months
-2.78%
YTD
-2.79%
1 Year
-1.91%
3 Years (annualized)
+3.92%
5 Years (annualized)
+0.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPUBX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg 1-5 Year Government/Credit Index(BBG115YGCI)
This Mutual Fund (YTD)
-2.79%
Peer Avg (YTD)
+0.50%
vs Peers
-3.29%

SPUBX Mutual Fund Performance

SPUBX performance across multiple time periods: 1-month -2.65%, YTD -2.79%, 1-year -1.91%, 3-year 3.92%, 5-year 0.32%.

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

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