ETHSX Mutual Fund

NAV$13.09

Returns Overview

1 Month
+5.85%
3 Months
+5.68%
6 Months
-0.60%
YTD
-0.75%
1 Year
+10.74%
3 Years (annualized)
+5.20%
5 Years (annualized)
+3.88%
10 Years (annualized)
+8.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETHSX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
-0.75%
Peer Avg (YTD)
+7.57%
vs Peers
-8.32%

ETHSX Mutual Fund Performance

ETHSX performance across multiple time periods: 1-month 5.85%, YTD -0.75%, 1-year 10.74%, 3-year 5.20%, 5-year 3.88%, 10-year 8.25%.

ETHSX returns trail the peer average of 7.57% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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