ENHRX Mutual Fund

ENHRX Mutual Fund

NAV$11.47
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Returns Overview

1 Month
+6.76%
3 Months
+2.75%
6 Months
+7.27%
YTD
+14.11%
1 Year
+20.16%
3 Years (annualized)
+13.03%
5 Years (annualized)
+7.13%
10 Years (annualized)
+7.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ENHRX 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
Cboe S&P 500 BuyWrite Index(BXMD)
This Mutual Fund (YTD)
+14.11%
Peer Avg (YTD)
+5.49%
vs Peers
+8.63%

ENHRX Mutual Fund Performance

ENHRX performance across multiple time periods: 1-month 6.76%, YTD 14.11%, 1-year 20.16%, 3-year 13.03%, 5-year 7.13%, 10-year 7.89%.

ENHRX returns outperform the peer average of 5.49% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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