CULRX Mutual Fund

CULRX Mutual Fund

NAV$9.88
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Returns Overview

1 Month
+0.34%
3 Months
+0.90%
6 Months
+1.70%
YTD
+2.04%
1 Year
+4.20%
3 Years (annualized)
+5.26%
5 Years (annualized)
+3.84%
10 Years (annualized)
+2.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CULRX 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)
+2.04%
Peer Avg (YTD)
+0.12%
vs Peers
+1.92%

CULRX Mutual Fund Performance

CULRX performance across multiple time periods: 1-month 0.34%, YTD 2.04%, 1-year 4.20%, 3-year 5.26%, 5-year 3.84%, 10-year 2.79%.

CULRX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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