ETAMX Mutual Fund

ETAMX Mutual Fund

NAV$14.97
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Returns Overview

1 Month
-3.06%
3 Months
-6.72%
6 Months
+1.06%
YTD
+3.60%
1 Year
+3.38%
3 Years (annualized)
+9.56%
5 Years (annualized)
+4.31%
10 Years (annualized)
+7.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETAMX 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
Bloomberg Barclays US Intermediate Aggregate Index(H00002CH)
This Mutual Fund (YTD)
+3.60%
Peer Avg (YTD)
+4.96%
vs Peers
-1.37%

ETAMX Mutual Fund Performance

ETAMX performance across multiple time periods: 1-month -3.06%, YTD 3.60%, 1-year 3.38%, 3-year 9.56%, 5-year 4.31%, 10-year 7.01%.

ETAMX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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