ERISX Mutual Fund

ERISX Mutual Fund

NAV$16.35
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Returns Overview

1 Month
-4.34%
3 Months
+1.30%
6 Months
+4.75%
YTD
+5.76%
1 Year
+9.39%
3 Years (annualized)
+15.46%
5 Years (annualized)
+6.48%
10 Years (annualized)
+7.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ERISX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+5.76%
Peer Avg (YTD)
+9.29%
vs Peers
-3.53%

ERISX Mutual Fund Performance

ERISX performance across multiple time periods: 1-month -4.34%, YTD 5.76%, 1-year 9.39%, 3-year 15.46%, 5-year 6.48%, 10-year 7.97%.

ERISX returns trail the peer average of 9.29% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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