HULEX Mutual Fund

HULEX Mutual Fund

NAV$39.67
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Returns Overview

1 Month
+4.62%
3 Months
+4.34%
6 Months
+6.84%
YTD
+7.72%
1 Year
+14.59%
3 Years (annualized)
+14.22%
5 Years (annualized)
+12.07%
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
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📉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 US 1000 Value Index
This Mutual Fund (YTD)
+7.72%
Peer Avg (YTD)
+11.41%
vs Peers
-3.70%

HULEX Mutual Fund Performance

HULEX performance across multiple time periods: 1-month 4.62%, YTD 7.72%, 1-year 14.59%, 3-year 14.22%, 5-year 12.07%, 10-year 12.76%.

HULEX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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