EARHX Mutual Fund

NAV$8.30

Returns Overview

3 Months
-0.24%
6 Months
+2.98%
YTD
+2.69%
1 Year
+7.32%
3 Years (annualized)
+0.98%
5 Years (annualized)
+2.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EARHX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays US Corporate High Yield Bond Index(^BBUCORPHYB)
This Mutual Fund (YTD)
+2.69%
Peer Avg (YTD)
+1.28%
vs Peers
+1.41%

EARHX Mutual Fund Performance

EARHX performance across multiple time periods: YTD 2.69%, 1-year 7.32%, 3-year 0.98%, 5-year 2.78%.

EARHX returns outperform the peer average of 1.28% YTD. With an expense ratio of 2.04%, investors should weigh costs against performance when evaluating this mutual fund.

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