ETNMX Mutual Fund

NAV$15.22

Returns Overview

1 Month
-2.37%
3 Months
-0.98%
6 Months
+3.75%
YTD
+6.06%
1 Year
+14.24%
3 Years (annualized)
+11.66%
5 Years (annualized)
+5.81%
10 Years (annualized)
+7.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ETNMX 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)
+6.06%
Peer Avg (YTD)
+5.87%
vs Peers
+0.20%

ETNMX Mutual Fund Performance

ETNMX performance across multiple time periods: 1-month -2.37%, YTD 6.06%, 1-year 14.24%, 3-year 11.66%, 5-year 5.81%, 10-year 7.97%.

ETNMX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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