ENHRX Mutual Fund

ENHRX Mutual Fund

NAV$11.31
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Returns Overview

1 Month
+2.37%
3 Months
+4.40%
6 Months
+7.25%
YTD
+11.06%
1 Year
+15.89%
3 Years (annualized)
+8.34%
5 Years (annualized)
+6.03%
10 Years (annualized)
+7.21%

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
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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)
+11.06%
Peer Avg (YTD)
+2.39%
vs Peers
+8.67%

ENHRX Mutual Fund Performance

ENHRX performance across multiple time periods: 1-month 2.37%, YTD 11.06%, 1-year 15.89%, 3-year 8.34%, 5-year 6.03%, 10-year 7.21%.

ENHRX returns outperform the peer average of 2.39% 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.