HULCX Mutual Fund

HULCX Mutual Fund

NAV$10.06
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Returns Overview

1 Month
-3.90%
3 Months
-5.78%
6 Months
-4.11%
YTD
-4.56%
1 Year
-3.48%
3 Years (annualized)
+1.87%
5 Years (annualized)
-0.72%
10 Years (annualized)
+0.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HULCX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-4.56%
Peer Avg (YTD)
-3.84%
vs Peers
-0.72%

HULCX Mutual Fund Performance

HULCX performance across multiple time periods: 1-month -3.90%, YTD -4.56%, 1-year -3.48%, 3-year 1.87%, 5-year -0.72%, 10-year 0.03%.

HULCX returns trail the peer average of -3.84% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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