ETIMX Mutual Fund

NAV$15.21

Returns Overview

1 Month
-3.67%
3 Months
-1.23%
6 Months
+3.96%
YTD
+5.99%
1 Year
+14.45%
3 Years (annualized)
+11.84%
5 Years (annualized)
+5.99%
10 Years (annualized)
+8.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETIMX 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
Bloomberg Barclays US Intermediate Aggregate Index(H00002CH)
This Mutual Fund (YTD)
+5.99%
Peer Avg (YTD)
+5.87%
vs Peers
+0.13%

ETIMX Mutual Fund Performance

ETIMX performance across multiple time periods: 1-month -3.67%, YTD 5.99%, 1-year 14.45%, 3-year 11.84%, 5-year 5.99%, 10-year 8.17%.

ETIMX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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