ETAMX Mutual Fund

ETAMX Mutual Fund

NAV$14.93
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Returns Overview

1 Month
+2.00%
3 Months
-1.43%
6 Months
-2.13%
YTD
+5.67%
1 Year
+6.19%
3 Years (annualized)
+11.17%
5 Years (annualized)
+3.61%
10 Years (annualized)
+7.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETAMX 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 Barclays US Intermediate Aggregate Index(H00002CH)
This Mutual Fund (YTD)
+5.67%
Peer Avg (YTD)
+5.92%
vs Peers
-0.25%

ETAMX Mutual Fund Performance

ETAMX performance across multiple time periods: 1-month 2.00%, YTD 5.67%, 1-year 6.19%, 3-year 11.17%, 5-year 3.61%, 10-year 7.00%.

ETAMX returns trail the peer average of 5.92% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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