ERSMX Mutual Fund

ERSMX Mutual Fund

NAV$28.83
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Returns Overview

1 Month
-7.48%
3 Months
-0.89%
6 Months
+3.84%
YTD
-1.35%
1 Year
-2.05%
3 Years (annualized)
+6.45%
5 Years (annualized)
+4.03%
10 Years (annualized)
+9.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ERSMX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
-1.35%
Peer Avg (YTD)
+6.72%
vs Peers
-8.07%

ERSMX Mutual Fund Performance

ERSMX performance across multiple time periods: 1-month -7.48%, YTD -1.35%, 1-year -2.05%, 3-year 6.45%, 5-year 4.03%, 10-year 9.52%.

ERSMX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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