HULEX Mutual Fund

HULEX Mutual Fund

NAV$38.69
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Returns Overview

1 Month
+5.43%
3 Months
+2.51%
6 Months
+6.96%
YTD
+10.42%
1 Year
+14.20%
3 Years (annualized)
+16.89%
5 Years (annualized)
+11.11%
10 Years (annualized)
+13.18%

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)
+10.42%
Peer Avg (YTD)
+12.44%
vs Peers
-2.02%

HULEX Mutual Fund Performance

HULEX performance across multiple time periods: 1-month 5.43%, YTD 10.42%, 1-year 14.20%, 3-year 16.89%, 5-year 11.11%, 10-year 13.18%.

HULEX returns trail the peer average of 12.44% 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.