EHSTX Mutual Fund

EHSTX Mutual Fund

NAV$32.08
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Returns Overview

1 Month
-2.66%
3 Months
+3.00%
6 Months
+16.39%
YTD
+15.96%
1 Year
+22.01%
3 Years (annualized)
+15.50%
5 Years (annualized)
+10.14%
10 Years (annualized)
+11.07%

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)
+15.96%
Peer Avg (YTD)
+10.00%
vs Peers
+5.97%

EHSTX Mutual Fund Performance

EHSTX performance across multiple time periods: 1-month -2.66%, YTD 15.96%, 1-year 22.01%, 3-year 15.50%, 5-year 10.14%, 10-year 11.07%.

EHSTX returns outperform the peer average of 10.00% 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.