BULIX Mutual Fund

BULIX Mutual Fund

NAV$19.03
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Returns Overview

1 Month
+9.03%
3 Months
-2.10%
6 Months
-6.23%
YTD
+2.93%
1 Year
+1.11%
3 Years (annualized)
+17.54%
5 Years (annualized)
+7.03%
10 Years (annualized)
+6.60%

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
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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
S&P 500 Utilities Index(^SP500-5510TR:SP)
This Mutual Fund (YTD)
+2.93%
Peer Avg (YTD)
+6.38%
vs Peers
-3.45%

BULIX Mutual Fund Performance

BULIX performance across multiple time periods: 1-month 9.03%, YTD 2.93%, 1-year 1.11%, 3-year 17.54%, 5-year 7.03%, 10-year 6.60%.

BULIX returns trail the peer average of 6.38% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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