HULYX Mutual Fund

HULYX Mutual Fund

NAV$10.44
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Returns Overview

1 Month
+3.17%
3 Months
-0.92%
6 Months
-1.64%
YTD
-0.85%
1 Year
-0.55%
3 Years (annualized)
+3.76%
5 Years (annualized)
+0.28%
10 Years (annualized)
+0.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HULYX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-0.85%
Peer Avg (YTD)
-0.87%
vs Peers
+0.02%

HULYX Mutual Fund Performance

HULYX performance across multiple time periods: 1-month 3.17%, YTD -0.85%, 1-year -0.55%, 3-year 3.76%, 5-year 0.28%, 10-year 0.95%.

HULYX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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