ETAEX Mutual Fund

ETAEX Mutual Fund

NAV$18.14
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Returns Overview

1 Month
+6.60%
3 Months
+2.32%
6 Months
+27.79%
YTD
+21.36%
1 Year
+28.07%
3 Years (annualized)
+12.83%
5 Years (annualized)
-1.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETAEX 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 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+21.36%
Peer Avg (YTD)
+14.35%
vs Peers
+7.02%

ETAEX Mutual Fund Performance

ETAEX performance across multiple time periods: 1-month 6.60%, YTD 21.36%, 1-year 28.07%, 3-year 12.83%, 5-year -1.80%.

ETAEX returns outperform the peer average of 14.35% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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