ELASX Mutual Fund

ELASX Mutual Fund

NAV$7.43
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Returns Overview

6 Months
-9.94%
YTD
-9.94%
1 Year
+25.51%
3 Years (annualized)
-3.21%
5 Years (annualized)
+5.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ELASX 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
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📉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 2000 Value Index(^RUJ)

ELASX Mutual Fund Performance

ELASX performance across multiple time periods: YTD -9.94%, 1-year 25.51%, 3-year -3.21%, 5-year 5.88%.

ELASX returns can be compared against peers and benchmarks. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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