EARRX Mutual Fund

NAV$9.90

Returns Overview

1 Month
-0.64%
3 Months
+0.55%
6 Months
+0.93%
YTD
+0.93%
1 Year
+2.57%
3 Years (annualized)
+5.11%
5 Years (annualized)
+3.48%
10 Years (annualized)
+3.56%

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
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 US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+0.93%
Peer Avg (YTD)
+3.23%
vs Peers
-2.29%

EARRX Mutual Fund Performance

EARRX performance across multiple time periods: 1-month -0.64%, YTD 0.93%, 1-year 2.57%, 3-year 5.11%, 5-year 3.48%, 10-year 3.56%.

EARRX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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