HULFX Mutual Fund

HULFX Mutual Fund

NAV$10.07
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Returns Overview

1 Month
-3.90%
3 Months
-5.59%
6 Months
-3.67%
YTD
-3.89%
1 Year
-2.54%
3 Years (annualized)
+2.84%
5 Years (annualized)
+0.24%
10 Years (annualized)
+1.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HULFX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-3.89%
Peer Avg (YTD)
-3.84%
vs Peers
-0.05%

HULFX Mutual Fund Performance

HULFX performance across multiple time periods: 1-month -3.90%, YTD -3.89%, 1-year -2.54%, 3-year 2.84%, 5-year 0.24%, 10-year 1.04%.

HULFX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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