ERIBX Mutual Fund

NAV$5.19

Returns Overview

1 Month
+0.50%
3 Months
+2.08%
6 Months
+1.41%
YTD
+1.41%
1 Year
+4.76%
3 Years (annualized)
+7.46%
5 Years (annualized)
+3.94%
10 Years (annualized)
+4.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ERIBX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE BofA US High Yield Index(^ICEBAUSHYI)
This Mutual Fund (YTD)
+1.41%
Peer Avg (YTD)
+3.23%
vs Peers
-1.81%

ERIBX Mutual Fund Performance

ERIBX performance across multiple time periods: 1-month 0.50%, YTD 1.41%, 1-year 4.76%, 3-year 7.46%, 5-year 3.94%, 10-year 4.84%.

ERIBX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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