FULBX Mutual Fund

FULBX Mutual Fund

NAV$9.22
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Returns Overview

1 Month
-0.19%
3 Months
+0.32%
6 Months
+1.04%
YTD
+1.08%
1 Year
+1.87%
3 Years (annualized)
+4.62%
5 Years (annualized)
+3.08%
10 Years (annualized)
+2.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FULBX 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 US Short-Term Government/Corporate Index
This Mutual Fund (YTD)
+1.08%
Peer Avg (YTD)
+0.50%
vs Peers
+0.58%

FULBX Mutual Fund Performance

FULBX performance across multiple time periods: 1-month -0.19%, YTD 1.08%, 1-year 1.87%, 3-year 4.62%, 5-year 3.08%, 10-year 2.43%.

FULBX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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