ETILX Mutual Fund

NAV$64.13

Returns Overview

1 Month
-3.75%
3 Months
+9.66%
6 Months
+8.58%
YTD
+11.59%
1 Year
+39.95%
3 Years (annualized)
+17.08%
5 Years (annualized)
+6.96%
10 Years (annualized)
+17.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETILX 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 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+11.59%
Peer Avg (YTD)
+10.82%
vs Peers
+0.77%

ETILX Mutual Fund Performance

ETILX performance across multiple time periods: 1-month -3.75%, YTD 11.59%, 1-year 39.95%, 3-year 17.08%, 5-year 6.96%, 10-year 17.60%.

ETILX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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