BULIX Mutual Fund

NAV$19.12

Returns Overview

1 Month
+2.55%
3 Months
-0.73%
6 Months
+8.41%
YTD
+7.30%
1 Year
+14.99%
3 Years (annualized)
+16.01%
5 Years (annualized)
+9.35%
10 Years (annualized)
+6.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BULIX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Utilities Index(^SP500-5510TR:SP)
This Mutual Fund (YTD)
+7.30%
Peer Avg (YTD)
+10.15%
vs Peers
-2.84%

BULIX Mutual Fund Performance

BULIX performance across multiple time periods: 1-month 2.55%, YTD 7.30%, 1-year 14.99%, 3-year 16.01%, 5-year 9.35%, 10-year 6.48%.

BULIX returns trail the peer average of 10.15% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

BULIX performance comparison shows side-by-side returns with another fund. BULIX alternatives are available in the Mutual Fund Screener.