ETIHX Mutual Fund

NAV$55.69

Returns Overview

1 Month
+11.85%
3 Months
+17.78%
6 Months
+12.22%
YTD
+13.50%
1 Year
+71.76%
3 Years (annualized)
+15.76%
5 Years (annualized)
+6.76%
10 Years (annualized)
+15.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETIHX 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
S&P Biotechnology Select Industry Index(^SPSIBI:SP)
This Mutual Fund (YTD)
+13.50%
Peer Avg (YTD)
+7.57%
vs Peers
+5.93%

ETIHX Mutual Fund Performance

ETIHX performance across multiple time periods: 1-month 11.85%, YTD 13.50%, 1-year 71.76%, 3-year 15.76%, 5-year 6.76%, 10-year 15.18%.

ETIHX returns outperform the peer average of 7.57% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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