FULBX Mutual Fund

FULBX Mutual Fund

NAV$9.27
See how much of FULBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.15%
3 Months
+0.50%
6 Months
+0.80%
YTD
+1.97%
1 Year
+4.33%
3 Years (annualized)
+4.67%
5 Years (annualized)
+3.01%
10 Years (annualized)
+2.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FULBX 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 Short-Term Government/Corporate Index
This Mutual Fund (YTD)
+1.97%
Peer Avg (YTD)
+0.12%
vs Peers
+1.85%

FULBX Mutual Fund Performance

FULBX performance across multiple time periods: 1-month 0.15%, YTD 1.97%, 1-year 4.33%, 3-year 4.67%, 5-year 3.01%, 10-year 2.40%.

FULBX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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