EARRX Mutual Fund

EARRX Mutual Fund

NAV$9.71
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Returns Overview

3 Months
-0.44%
6 Months
-2.18%
YTD
+1.14%
1 Year
+1.08%
3 Years (annualized)
+0.31%
5 Years (annualized)
-1.19%
10 Years (annualized)
+0.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EARRX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+1.14%
Peer Avg (YTD)
+2.15%
vs Peers
-1.01%

EARRX Mutual Fund Performance

EARRX performance across multiple time periods: YTD 1.14%, 1-year 1.08%, 3-year 0.31%, 5-year -1.19%, 10-year 0.18%.

EARRX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

EARRX vs another fund shows side-by-side returns. EARRX alternatives are available in the Mutual Fund Screener.