HULAX Mutual Fund

HULAX Mutual Fund

NAV$10.41
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Returns Overview

1 Month
-1.43%
3 Months
-0.49%
6 Months
-0.34%
YTD
+0.23%
1 Year
+4.57%
3 Years (annualized)
+2.22%
5 Years (annualized)
+0.12%
10 Years (annualized)
+0.87%

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
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 Municipal Bond: Quality Intermediate Total Return Index Unhedged USD(BBGMBQITRIUU)
This Mutual Fund (YTD)
+0.23%
Peer Avg (YTD)
+0.23%
vs Peers
+0.00%

HULAX Mutual Fund Performance

HULAX performance across multiple time periods: 1-month -1.43%, YTD 0.23%, 1-year 4.57%, 3-year 2.22%, 5-year 0.12%, 10-year 0.87%.

HULAX returns outperform the peer average of 0.23% 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.