FULIX Mutual Fund

NAV$9.27

Returns Overview

1 Month
+0.26%
3 Months
+0.73%
6 Months
+0.68%
YTD
+0.68%
1 Year
+2.54%
3 Years (annualized)
+4.85%
5 Years (annualized)
+3.08%
10 Years (annualized)
+2.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FULIX 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)
+0.68%
Peer Avg (YTD)
+3.23%
vs Peers
-2.55%

FULIX Mutual Fund Performance

FULIX performance across multiple time periods: 1-month 0.26%, YTD 0.68%, 1-year 2.54%, 3-year 4.85%, 5-year 3.08%, 10-year 2.62%.

FULIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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