HULYX Mutual Fund

HULYX Mutual Fund

NAV$10.09
See how much of HULYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.90%
3 Months
-5.57%
6 Months
-3.68%
YTD
-3.87%
1 Year
-2.61%
3 Years (annualized)
+2.88%
5 Years (annualized)
+0.27%
10 Years (annualized)
+1.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HULYX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-3.87%
Peer Avg (YTD)
-3.84%
vs Peers
-0.03%

HULYX Mutual Fund Performance

HULYX performance across multiple time periods: 1-month -3.90%, YTD -3.87%, 1-year -2.61%, 3-year 2.88%, 5-year 0.27%, 10-year 1.03%.

HULYX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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