ETHSX Mutual Fund

ETHSX Mutual Fund

NAV$13.32
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Returns Overview

1 Month
-2.40%
3 Months
+1.59%
6 Months
+7.37%
YTD
+0.83%
1 Year
+12.06%
3 Years (annualized)
+6.40%
5 Years (annualized)
+3.32%
10 Years (annualized)
+8.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETHSX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+0.83%
Peer Avg (YTD)
+8.76%
vs Peers
-7.94%

ETHSX Mutual Fund Performance

ETHSX performance across multiple time periods: 1-month -2.40%, YTD 0.83%, 1-year 12.06%, 3-year 6.40%, 5-year 3.32%, 10-year 8.67%.

ETHSX returns trail the peer average of 8.76% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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