CULAX Mutual Fund

CULAX Mutual Fund

NAV$9.88
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Returns Overview

1 Month
+0.10%
3 Months
+0.44%
6 Months
+1.27%
YTD
+2.31%
1 Year
+3.18%
3 Years (annualized)
+4.69%
5 Years (annualized)
+3.62%
10 Years (annualized)
+2.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CULAX 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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+2.31%
Peer Avg (YTD)
+1.93%
vs Peers
+0.38%

CULAX Mutual Fund Performance

CULAX performance across multiple time periods: 1-month 0.10%, YTD 2.31%, 1-year 3.18%, 3-year 4.69%, 5-year 3.62%, 10-year 2.61%.

CULAX returns outperform the peer average of 1.93% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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