FULAX Mutual Fund

FULAX Mutual Fund

NAV$9.22
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Returns Overview

1 Month
-0.30%
3 Months
+0.31%
6 Months
+1.02%
YTD
+0.95%
1 Year
+1.84%
3 Years (annualized)
+4.62%
5 Years (annualized)
+3.06%
10 Years (annualized)
+2.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FULAX 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 Short-Term Government/Corporate Index
This Mutual Fund (YTD)
+0.95%
Peer Avg (YTD)
+0.50%
vs Peers
+0.45%

FULAX Mutual Fund Performance

FULAX performance across multiple time periods: 1-month -0.30%, YTD 0.95%, 1-year 1.84%, 3-year 4.62%, 5-year 3.06%, 10-year 2.38%.

FULAX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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