HULYX Mutual Fund

HULYX Mutual Fund

NAV$10.43
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Returns Overview

1 Month
-1.40%
3 Months
-0.43%
6 Months
-0.24%
YTD
+0.35%
1 Year
+4.78%
3 Years (annualized)
+2.42%
5 Years (annualized)
+0.32%
10 Years (annualized)
+1.07%

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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond: Quality Intermediate Total Return Index Unhedged USD(BBGMBQITRIUU)
This Mutual Fund (YTD)
+0.35%
Peer Avg (YTD)
+0.23%
vs Peers
+0.12%

HULYX Mutual Fund Performance

HULYX performance across multiple time periods: 1-month -1.40%, YTD 0.35%, 1-year 4.78%, 3-year 2.42%, 5-year 0.32%, 10-year 1.07%.

HULYX returns outperform the peer average of 0.23% 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.