FULAX Mutual Fund

FULAX Mutual Fund

NAV$9.28
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Returns Overview

1 Month
+0.14%
3 Months
+0.39%
6 Months
+0.78%
YTD
+1.83%
1 Year
+4.28%
3 Years (annualized)
+4.63%
5 Years (annualized)
+2.97%
10 Years (annualized)
+2.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FULAX 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 Short-Term Government/Corporate Index
This Mutual Fund (YTD)
+1.83%
Peer Avg (YTD)
+0.12%
vs Peers
+1.71%

FULAX Mutual Fund Performance

FULAX performance across multiple time periods: 1-month 0.14%, YTD 1.83%, 1-year 4.28%, 3-year 4.63%, 5-year 2.97%, 10-year 2.34%.

FULAX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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