ENHRX Mutual Fund

NAV$11.30

Returns Overview

1 Month
+0.87%
3 Months
+4.76%
6 Months
+9.22%
YTD
+8.49%
1 Year
+12.54%
3 Years (annualized)
+8.29%
5 Years (annualized)
+6.47%
10 Years (annualized)
+7.23%

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
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
Cboe S&P 500 BuyWrite Index(BXMD)
This Mutual Fund (YTD)
+8.49%
Peer Avg (YTD)
+3.47%
vs Peers
+5.01%

ENHRX Mutual Fund Performance

ENHRX performance across multiple time periods: 1-month 0.87%, YTD 8.49%, 1-year 12.54%, 3-year 8.29%, 5-year 6.47%, 10-year 7.23%.

ENHRX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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