ERAMX Mutual Fund

ERAMX Mutual Fund

NAV$9.65
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Returns Overview

1 Month
+0.13%
3 Months
+1.22%
6 Months
+1.69%
YTD
+2.04%
1 Year
+4.40%
3 Years (annualized)
+7.32%
5 Years (annualized)
+4.53%
10 Years (annualized)
+4.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ERAMX 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
ICE BofA Developed Markets High Yield ex-Subordinated Financials Index Hedged USD
This Mutual Fund (YTD)
+2.04%
Peer Avg (YTD)
+0.12%
vs Peers
+1.92%

ERAMX Mutual Fund Performance

ERAMX performance across multiple time periods: 1-month 0.13%, YTD 2.04%, 1-year 4.40%, 3-year 7.32%, 5-year 4.53%, 10-year 4.78%.

ERAMX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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