EHSTX Mutual Fund

EHSTX Mutual Fund

NAV$32.22
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Returns Overview

1 Month
+3.83%
3 Months
+8.64%
6 Months
+12.93%
YTD
+18.04%
1 Year
+26.68%
3 Years (annualized)
+13.58%
5 Years (annualized)
+10.07%
10 Years (annualized)
+10.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EHSTX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+18.04%
Peer Avg (YTD)
+11.41%
vs Peers
+6.63%

EHSTX Mutual Fund Performance

EHSTX performance across multiple time periods: 1-month 3.83%, YTD 18.04%, 1-year 26.68%, 3-year 13.58%, 5-year 10.07%, 10-year 10.86%.

EHSTX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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