ETIMX Mutual Fund

ETIMX Mutual Fund

NAV$14.94
See how much of ETIMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.05%
3 Months
-6.67%
6 Months
+1.19%
YTD
+3.80%
1 Year
+3.62%
3 Years (annualized)
+9.81%
5 Years (annualized)
+4.55%
10 Years (annualized)
+7.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETIMX 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

Benchmark
Bloomberg Barclays US Intermediate Aggregate Index(H00002CH)
This Mutual Fund (YTD)
+3.80%
Peer Avg (YTD)
+4.96%
vs Peers
-1.17%

ETIMX Mutual Fund Performance

ETIMX performance across multiple time periods: 1-month -3.05%, YTD 3.80%, 1-year 3.62%, 3-year 9.81%, 5-year 4.55%, 10-year 7.40%.

ETIMX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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