HULAX Mutual Fund

HULAX Mutual Fund

NAV$10.42
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Returns Overview

1 Month
+3.16%
3 Months
-0.95%
6 Months
-1.70%
YTD
-0.98%
1 Year
-0.81%
3 Years (annualized)
+3.57%
5 Years (annualized)
+0.08%
10 Years (annualized)
+0.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HULAX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-0.98%
Peer Avg (YTD)
-0.87%
vs Peers
-0.11%

HULAX Mutual Fund Performance

HULAX performance across multiple time periods: 1-month 3.16%, YTD -0.98%, 1-year -0.81%, 3-year 3.57%, 5-year 0.08%, 10-year 0.74%.

HULAX returns trail the peer average of -0.87% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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