ERSIX Mutual Fund

ERSIX Mutual Fund

NAV$6.63
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Returns Overview

1 Month
+1.31%
3 Months
+0.16%
6 Months
+0.48%
YTD
+2.26%
1 Year
+4.07%
3 Years (annualized)
+8.89%
5 Years (annualized)
+5.11%
10 Years (annualized)
+4.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ERSIX 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
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📉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 US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+2.26%
Peer Avg (YTD)
+2.28%
vs Peers
-0.03%

ERSIX Mutual Fund Performance

ERSIX performance across multiple time periods: 1-month 1.31%, YTD 2.26%, 1-year 4.07%, 3-year 8.89%, 5-year 5.11%, 10-year 4.59%.

ERSIX returns trail the peer average of 2.28% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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