HULEX Mutual Fund

NAV$39.17

Returns Overview

1 Month
-1.16%
3 Months
+4.16%
6 Months
+3.89%
YTD
+2.96%
1 Year
+10.08%
3 Years (annualized)
+13.71%
5 Years (annualized)
+11.24%
10 Years (annualized)
+12.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HULEX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US 1000 Value Index
This Mutual Fund (YTD)
+2.96%
Peer Avg (YTD)
+9.49%
vs Peers
-6.53%

HULEX Mutual Fund Performance

HULEX performance across multiple time periods: 1-month -1.16%, YTD 2.96%, 1-year 10.08%, 3-year 13.71%, 5-year 11.24%, 10-year 12.76%.

HULEX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

HULEX performance comparison shows side-by-side returns with another fund. HULEX alternatives are available in the Mutual Fund Screener.