CULAX Mutual Fund

CULAX Mutual Fund

NAV$9.89
See how much of CULAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.21%
3 Months
+0.83%
6 Months
+1.55%
YTD
+1.87%
1 Year
+3.90%
3 Years (annualized)
+4.96%
5 Years (annualized)
+3.54%
10 Years (annualized)
+2.53%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+1.87%
Peer Avg (YTD)
+0.12%
vs Peers
+1.75%

CULAX Mutual Fund Performance

CULAX performance across multiple time periods: 1-month 0.21%, YTD 1.87%, 1-year 3.90%, 3-year 4.96%, 5-year 3.54%, 10-year 2.53%.

CULAX returns outperform the peer average of 0.12% 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.