ETHIX Mutual Fund

ETHIX Mutual Fund

NAV$4.11
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Returns Overview

1 Month
-2.34%
3 Months
-1.55%
6 Months
+0.93%
YTD
+0.31%
1 Year
+1.88%
3 Years (annualized)
+7.75%
5 Years (annualized)
+4.64%
10 Years (annualized)
+5.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETHIX 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
ICE BofA US High Yield Index(^ICEBAUSHYI)
This Mutual Fund (YTD)
+0.31%
Peer Avg (YTD)
+0.50%
vs Peers
-0.19%

ETHIX Mutual Fund Performance

ETHIX performance across multiple time periods: 1-month -2.34%, YTD 0.31%, 1-year 1.88%, 3-year 7.75%, 5-year 4.64%, 10-year 5.14%.

ETHIX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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