USBLX Mutual Fund

USBLX Mutual Fund

NAV$31.00
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Returns Overview

1 Month
-2.86%
3 Months
-2.92%
6 Months
+5.90%
YTD
+3.41%
1 Year
+5.82%
3 Years (annualized)
+12.18%
5 Years (annualized)
+6.01%
10 Years (annualized)
+7.97%

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
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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
Lipper General & Insured Municipal Debt Funds Index
This Mutual Fund (YTD)
+3.41%
Peer Avg (YTD)
+2.46%
vs Peers
+0.95%

USBLX Mutual Fund Performance

USBLX performance across multiple time periods: 1-month -2.86%, YTD 3.41%, 1-year 5.82%, 3-year 12.18%, 5-year 6.01%, 10-year 7.97%.

USBLX returns outperform the peer average of 2.46% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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