FULVX Mutual Fund

FULVX Mutual Fund

NAV$11.03
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Returns Overview

1 Month
+1.90%
3 Months
+0.51%
6 Months
+2.00%
YTD
+1.46%
1 Year
+3.56%
3 Years (annualized)
+8.23%
5 Years (annualized)
+4.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FULVX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+1.46%
Peer Avg (YTD)
+5.27%
vs Peers
-3.81%

FULVX Mutual Fund Performance

FULVX performance across multiple time periods: 1-month 1.90%, YTD 1.46%, 1-year 3.56%, 3-year 8.23%, 5-year 4.85%.

FULVX returns trail the peer average of 5.27% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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