CULAX Mutual Fund

NAV$9.90

Returns Overview

1 Month
+0.31%
3 Months
+0.93%
6 Months
+1.65%
YTD
+1.65%
1 Year
+3.93%
3 Years (annualized)
+5.05%
5 Years (annualized)
+3.48%
10 Years (annualized)
+2.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CULAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+1.65%
Peer Avg (YTD)
+3.23%
vs Peers
-1.58%

CULAX Mutual Fund Performance

CULAX performance across multiple time periods: 1-month 0.31%, YTD 1.65%, 1-year 3.93%, 3-year 5.05%, 5-year 3.48%, 10-year 2.66%.

CULAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

CULAX performance comparison shows side-by-side returns with another fund. CULAX alternatives are available in the Mutual Fund Screener.