RULFX Mutual Fund

RULFX Mutual Fund

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Returns Overview

1 Month
+0.26%
3 Months
+0.85%
6 Months
+1.42%
YTD
+1.88%
1 Year
+3.77%
3 Years (annualized)
+5.44%
5 Years (annualized)
+3.69%
10 Years (annualized)
+2.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RULFX 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
ICE Bank of America Merrill Lynch US 1 Year Treasury Bill Index(^IBML1YTRSB)
This Mutual Fund (YTD)
+1.88%
Peer Avg (YTD)
+0.12%
vs Peers
+1.76%

RULFX Mutual Fund Performance

RULFX performance across multiple time periods: 1-month 0.26%, YTD 1.88%, 1-year 3.77%, 3-year 5.44%, 5-year 3.69%, 10-year 2.90%.

RULFX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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