ETHFX Mutual Fund

ETHFX Mutual Fund

NAV$19.60
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Returns Overview

1 Month
+6.80%
3 Months
+67.25%
6 Months
+24.79%
YTD
-17.14%
1 Year
-38.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETHFX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
-17.14%
Peer Avg (YTD)
+5.40%
vs Peers
-22.54%

ETHFX Mutual Fund Performance

ETHFX performance across multiple time periods: 1-month 6.80%, YTD -17.14%, 1-year -38.78%.

ETHFX returns trail the peer average of 5.40% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

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