CULAX Mutual Fund

CULAX Mutual Fund

NAV$9.87
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Returns Overview

1 Month
+0.01%
3 Months
+0.55%
6 Months
+1.48%
YTD
+2.21%
1 Year
+3.32%
3 Years (annualized)
+4.90%
5 Years (annualized)
+3.58%
10 Years (annualized)
+2.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CULAX 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
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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 Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+2.21%
Peer Avg (YTD)
+0.50%
vs Peers
+1.71%

CULAX Mutual Fund Performance

CULAX performance across multiple time periods: 1-month 0.01%, YTD 2.21%, 1-year 3.32%, 3-year 4.90%, 5-year 3.58%, 10-year 2.65%.

CULAX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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