HULCX Mutual Fund

HULCX Mutual Fund

NAV$10.41
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Returns Overview

1 Month
+3.16%
3 Months
-1.15%
6 Months
-1.84%
YTD
-1.37%
1 Year
-1.07%
3 Years (annualized)
+2.84%
5 Years (annualized)
-0.67%
10 Years (annualized)
+0.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HULCX 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)
-1.37%
Peer Avg (YTD)
-0.87%
vs Peers
-0.51%

HULCX Mutual Fund Performance

HULCX performance across multiple time periods: 1-month 3.16%, YTD -1.37%, 1-year -1.07%, 3-year 2.84%, 5-year -0.67%, 10-year 0.07%.

HULCX returns trail the peer average of -0.87% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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