ERHSX Mutual Fund

NAV$14.67

Returns Overview

1 Month
+5.83%
3 Months
+5.68%
6 Months
-0.68%
YTD
-0.89%
1 Year
+10.45%
3 Years (annualized)
+5.73%
5 Years (annualized)
+6.29%
10 Years (annualized)
+9.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ERHSX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
-0.89%
Peer Avg (YTD)
+7.57%
vs Peers
-8.46%

ERHSX Mutual Fund Performance

ERHSX performance across multiple time periods: 1-month 5.83%, YTD -0.89%, 1-year 10.45%, 3-year 5.73%, 5-year 6.29%, 10-year 9.06%.

ERHSX returns trail the peer average of 7.57% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

ERHSX performance comparison shows side-by-side returns with another fund. ERHSX alternatives are available in the Mutual Fund Screener.