ETVAX Mutual Fund

ETVAX Mutual Fund

NAV$6.77
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Returns Overview

1 Month
-5.35%
3 Months
-7.70%
6 Months
-5.03%
YTD
-4.82%
1 Year
-2.97%
3 Years (annualized)
+3.74%
5 Years (annualized)
+0.37%
10 Years (annualized)
+1.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETVAX 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
Bloomberg Virginia Municipal Bond Index
This Mutual Fund (YTD)
-4.82%
Peer Avg (YTD)
-3.84%
vs Peers
-0.98%

ETVAX Mutual Fund Performance

ETVAX performance across multiple time periods: 1-month -5.35%, YTD -4.82%, 1-year -2.97%, 3-year 3.74%, 5-year 0.37%, 10-year 1.51%.

ETVAX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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