ETADX Mutual Fund

ETADX Mutual Fund

NAV$21.48
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Returns Overview

1 Month
-3.64%
3 Months
-9.97%
6 Months
+3.76%
YTD
+7.93%
1 Year
+7.04%
3 Years (annualized)
+13.96%
5 Years (annualized)
+6.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETADX 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
Russell Midcap Core Total Return Index
This Mutual Fund (YTD)
+7.93%
Peer Avg (YTD)
+6.72%
vs Peers
+1.21%

ETADX Mutual Fund Performance

ETADX performance across multiple time periods: 1-month -3.64%, YTD 7.93%, 1-year 7.04%, 3-year 13.96%, 5-year 6.81%.

ETADX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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