CULIX Mutual Fund

NAV$9.91

Returns Overview

1 Month
+0.33%
3 Months
+0.99%
6 Months
+1.78%
YTD
+1.78%
1 Year
+4.19%
3 Years (annualized)
+5.31%
5 Years (annualized)
+3.74%
10 Years (annualized)
+2.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CULIX 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)
+1.78%
Peer Avg (YTD)
+3.23%
vs Peers
-1.45%

CULIX Mutual Fund Performance

CULIX performance across multiple time periods: 1-month 0.33%, YTD 1.78%, 1-year 4.19%, 3-year 5.31%, 5-year 3.74%, 10-year 2.94%.

CULIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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