ERIFX Mutual Fund

ERIFX Mutual Fund

NAV$12.92
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Returns Overview

1 Month
-0.68%
3 Months
+0.18%
6 Months
+8.17%
YTD
+3.61%
1 Year
+5.21%
3 Years (annualized)
+12.98%
5 Years (annualized)
+6.35%
10 Years (annualized)
+8.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ERIFX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.61%
Peer Avg (YTD)
+4.96%
vs Peers
-1.35%

ERIFX Mutual Fund Performance

ERIFX performance across multiple time periods: 1-month -0.68%, YTD 3.61%, 1-year 5.21%, 3-year 12.98%, 5-year 6.35%, 10-year 8.68%.

ERIFX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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