ETNEX Mutual Fund

NAV$15.61

Returns Overview

1 Month
-15.07%
3 Months
+7.95%
6 Months
+10.79%
YTD
+7.51%
1 Year
+38.90%
3 Years (annualized)
+15.94%
5 Years (annualized)
+0.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETNEX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+7.51%
Peer Avg (YTD)
+16.06%
vs Peers
-8.56%

ETNEX Mutual Fund Performance

ETNEX performance across multiple time periods: 1-month -15.07%, YTD 7.51%, 1-year 38.90%, 3-year 15.94%, 5-year 0.14%.

ETNEX returns trail the peer average of 16.06% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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