FULIX Mutual Fund

FULIX Mutual Fund

NAV$9.28
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Returns Overview

1 Month
+0.26%
3 Months
+0.52%
6 Months
+0.94%
YTD
+2.03%
1 Year
+4.55%
3 Years (annualized)
+4.76%
5 Years (annualized)
+3.12%
10 Years (annualized)
+2.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FULIX 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)
+2.03%
Peer Avg (YTD)
+0.12%
vs Peers
+1.91%

FULIX Mutual Fund Performance

FULIX performance across multiple time periods: 1-month 0.26%, YTD 2.03%, 1-year 4.55%, 3-year 4.76%, 5-year 3.12%, 10-year 2.62%.

FULIX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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