ETHYX Mutual Fund

ETHYX Mutual Fund

NAV$7.56
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Returns Overview

1 Month
-5.00%
3 Months
-7.07%
6 Months
-3.68%
YTD
-3.19%
1 Year
-1.39%
3 Years (annualized)
+4.88%
5 Years (annualized)
+0.71%
10 Years (annualized)
+2.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETHYX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-3.19%
Peer Avg (YTD)
-3.84%
vs Peers
+0.65%

ETHYX Mutual Fund Performance

ETHYX performance across multiple time periods: 1-month -5.00%, YTD -3.19%, 1-year -1.39%, 3-year 4.88%, 5-year 0.71%, 10-year 2.38%.

ETHYX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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