USBSX Mutual Fund

USBSX Mutual Fund

NAV$16.67
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Returns Overview

1 Month
-2.59%
3 Months
-1.49%
6 Months
+6.04%
YTD
+5.50%
1 Year
+8.37%
3 Years (annualized)
+11.99%
5 Years (annualized)
+5.41%
10 Years (annualized)
+6.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USBSX 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
MSCI USA Investable Market Index
This Mutual Fund (YTD)
+5.50%
Peer Avg (YTD)
+4.97%
vs Peers
+0.53%

USBSX Mutual Fund Performance

USBSX performance across multiple time periods: 1-month -2.59%, YTD 5.50%, 1-year 8.37%, 3-year 11.99%, 5-year 5.41%, 10-year 6.37%.

USBSX returns outperform the peer average of 4.97% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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