ERHSX Mutual Fund

ERHSX Mutual Fund

NAV$14.64
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Returns Overview

1 Month
-2.38%
3 Months
+1.52%
6 Months
+7.28%
YTD
+0.61%
1 Year
+11.80%
3 Years (annualized)
+6.12%
5 Years (annualized)
+3.06%
10 Years (annualized)
+8.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ERHSX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+0.61%
Peer Avg (YTD)
+8.76%
vs Peers
-8.15%

ERHSX Mutual Fund Performance

ERHSX performance across multiple time periods: 1-month -2.38%, YTD 0.61%, 1-year 11.80%, 3-year 6.12%, 5-year 3.06%, 10-year 8.10%.

ERHSX returns trail the peer average of 8.76% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

ERHSX vs another fund shows side-by-side returns. ERHSX alternatives are available in the Mutual Fund Screener.