ETIDX Mutual Fund

NAV$21.93

Returns Overview

1 Month
-4.24%
3 Months
+0.46%
6 Months
+9.05%
YTD
+13.51%
1 Year
+23.04%
3 Years (annualized)
+18.18%
5 Years (annualized)
+9.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETIDX 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 Midcap Core Total Return Index
This Mutual Fund (YTD)
+13.51%
Peer Avg (YTD)
+10.82%
vs Peers
+2.69%

ETIDX Mutual Fund Performance

ETIDX performance across multiple time periods: 1-month -4.24%, YTD 13.51%, 1-year 23.04%, 3-year 18.18%, 5-year 9.82%.

ETIDX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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