ERSMX Mutual Fund

NAV$28.85

Returns Overview

1 Month
+4.83%
3 Months
+2.67%
6 Months
-1.43%
YTD
+2.30%
1 Year
-4.88%
3 Years (annualized)
+5.95%
5 Years (annualized)
+8.54%
10 Years (annualized)
+13.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ERSMX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+2.30%
Peer Avg (YTD)
+10.82%
vs Peers
-8.51%

ERSMX Mutual Fund Performance

ERSMX performance across multiple time periods: 1-month 4.83%, YTD 2.30%, 1-year -4.88%, 3-year 5.95%, 5-year 8.54%, 10-year 13.17%.

ERSMX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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