HULEX Mutual Fund

NAV$35.21

Returns Overview

1 Month
+1.90%
3 Months
+5.56%
6 Months
+4.63%
YTD
+2.73%
1 Year
+10.96%
3 Years
+15.64%
5 Years
+13.95%
10 Years
+13.71%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would HULEX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US 1000 Value Index(NA)
This Mutual Fund (YTD)
+2.73%
Peer Avg (YTD)
+5.12%
vs Peers
-2.38%

HULEX Mutual Fund Performance

HULEX performance across multiple time periods: 1-month 1.90%, YTD 2.73%, 1-year 10.96%, 3-year 15.64%, 5-year 13.95%, 10-year 13.71%.

HULEX returns trail the peer average of 5.12% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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