FULAX Mutual Fund

NAV$9.27

Returns Overview

1 Month
+0.24%
3 Months
+0.71%
6 Months
+0.64%
YTD
+0.64%
1 Year
+2.45%
3 Years (annualized)
+4.76%
5 Years (annualized)
+2.95%
10 Years (annualized)
+2.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FULAX 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 Short-Term Government/Corporate Index
This Mutual Fund (YTD)
+0.64%
Peer Avg (YTD)
+3.23%
vs Peers
-2.59%

FULAX Mutual Fund Performance

FULAX performance across multiple time periods: 1-month 0.24%, YTD 0.64%, 1-year 2.45%, 3-year 4.76%, 5-year 2.95%, 10-year 2.33%.

FULAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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