ETFRX Mutual Fund

ETFRX Mutual Fund

NAV$20.60
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Returns Overview

1 Month
-0.10%
3 Months
+0.34%
6 Months
+9.00%
YTD
+6.95%
1 Year
+7.75%
3 Years (annualized)
+8.83%
5 Years (annualized)
+4.24%
10 Years (annualized)
+6.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETFRX 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 3000 Total Return Index(^RUATR)
This Mutual Fund (YTD)
+6.95%
Peer Avg (YTD)
+4.96%
vs Peers
+1.98%

ETFRX Mutual Fund Performance

ETFRX performance across multiple time periods: 1-month -0.10%, YTD 6.95%, 1-year 7.75%, 3-year 8.83%, 5-year 4.24%, 10-year 6.44%.

ETFRX returns outperform the peer average of 4.96% YTD. With an expense ratio of 2.03%, investors should weigh costs against performance when evaluating this mutual fund.

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