HULIX Mutual Fund

HULIX Mutual Fund

NAV$39.22
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Returns Overview

1 Month
+4.59%
3 Months
+4.25%
6 Months
+6.69%
YTD
+7.53%
1 Year
+14.25%
3 Years (annualized)
+13.85%
5 Years (annualized)
+11.71%
10 Years (annualized)
+12.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HULIX 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)
+7.53%
Peer Avg (YTD)
+11.41%
vs Peers
-3.88%

HULIX Mutual Fund Performance

HULIX performance across multiple time periods: 1-month 4.59%, YTD 7.53%, 1-year 14.25%, 3-year 13.85%, 5-year 11.71%, 10-year 12.39%.

HULIX returns trail the peer average of 11.41% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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