HULFX Mutual Fund

NAV$10.51

Returns Overview

1 Month
+0.51%
3 Months
+1.79%
6 Months
+1.57%
YTD
+1.55%
1 Year
+5.76%
3 Years (annualized)
+2.81%
5 Years (annualized)
+0.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HULFX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond: Quality Intermediate Total Return Index Unhedged USD(BBGMBQITRIUU)
This Mutual Fund (YTD)
+1.55%
Peer Avg (YTD)
+1.79%
vs Peers
-0.23%

HULFX Mutual Fund Performance

HULFX performance across multiple time periods: 1-month 0.51%, YTD 1.55%, 1-year 5.76%, 3-year 2.81%, 5-year 0.61%.

HULFX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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