ETFRX Mutual Fund

NAV$20.02

Returns Overview

1 Month
-1.28%
3 Months
+2.30%
6 Months
+2.14%
YTD
+4.60%
1 Year
+20.29%
3 Years (annualized)
+10.46%
5 Years (annualized)
+5.66%
10 Years (annualized)
+7.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETFRX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 3000 Total Return Index(^RUATR)
This Mutual Fund (YTD)
+4.60%
Peer Avg (YTD)
+5.87%
vs Peers
-1.27%

ETFRX Mutual Fund Performance

ETFRX performance across multiple time periods: 1-month -1.28%, YTD 4.60%, 1-year 20.29%, 3-year 10.46%, 5-year 5.66%, 10-year 7.40%.

ETFRX returns trail the peer average of 5.87% YTD. With an expense ratio of 2.03%, investors should weigh costs against performance when evaluating this mutual fund.

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